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 6-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 | $7,008 | $124,281-94.4% | $109,143-93.6% | $167,490-95.8% |
| Participation rate | 55.6% | 79.4%-23.9pp | 75.9%-20.3pp | 82.1%-26.5pp |
| Annual return | 27.08% | 26.04%+1.0pp | 25.75%+1.3pp | 478.56%-451.5pp |
| Employer contribution / active EE | $1,004 | $4,207-76.1% | $3,722-73.0% | $4,837-79.2% |
| Participant deferral / active EE | $1,980 | $5,255-62.3% | $4,653-57.4% | $6,341-68.8% |
| Admin fee / account holder | $14 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |