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 7-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 | $12,340 | $91,019-86.4% | $392,568-96.9% | $72,985-83.1% |
| Participation rate | 53.6% | 74.4%-20.8pp | 78.1%-24.4pp | 69.5%-15.9pp |
| Annual return | 0.00% | 20.00%-20.0pp | 24.42%-24.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $919 | $2,751-66.6% | $3,783-75.7% | $2,440-62.3% |
| Participant deferral / active EE | $2,782 | $4,570-39.1% | $5,985-53.5% | $3,607-22.9% |
| Admin fee / account holder | $10 | $4,895-99.8% | $6,260-99.8% | $5,124-99.8% |