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 9-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 | $8,741 | $55,706-84.3% | $75,886-88.5% | $72,985-88.0% |
| Participation rate | 51.0% | 61.1%-10.1pp | 69.3%-18.3pp | 69.5%-18.5pp |
| Annual return | 22.52% | 27.59%-5.1pp | 30.76%-8.2pp | 81.00%-58.5pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,088 | $2,634-58.7% | $3,603-69.8% | $3,607-69.8% |
| Admin fee / account holder | $118 | $3,978-97.0% | $5,418-97.8% | $5,124-97.7% |