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 8-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 | $7,896 | $48,795-83.8% | $65,493-87.9% | $84,808-90.7% |
| Participation rate | 64.3% | 67.0%-2.7pp | 73.1%-8.8pp | 68.3%-4.0pp |
| Annual return | 19.34% | 20.20%-0.9pp | 982.45%-963.1pp | 40.90%-21.6pp |
| Employer contribution / active EE | $353 | $1,930-81.7% | $2,574-86.3% | $2,631-86.6% |
| Participant deferral / active EE | $1,139 | $2,928-61.1% | $3,961-71.2% | $4,212-72.9% |
| Admin fee / account holder | $206 | $3,877-94.7% | $5,028-95.9% | $7,344-97.2% |