See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,852 | $78,103-89.9% | $289,028-97.3% | $116,875-93.3% |
| Participation rate | 7.1% | 69.5%-62.4pp | 78.0%-70.8pp | 74.5%-67.4pp |
| Annual return | 17.85% | 15.26%+2.6pp | 243.94%-226.1pp | 16.29%+1.6pp |
| Employer contribution / active EE | $0 | $2,718-100.0% | $6,326-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $4,804-100.0% | $3,885-100.0% |
| Admin fee / account holder | $172 | $8,683-98.0% | $14,050-98.8% | $12,263-98.6% |