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 3-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 | $8,757 | $71,050-87.7% | $93,606-90.6% | $80,856-89.2% |
| Participation rate | 39.0% | 60.4%-21.4pp | 68.7%-29.7pp | 67.6%-28.7pp |
| Annual return | 23.04% | 11.26%+11.8pp | 133.20%-110.2pp | 35.59%-12.6pp |
| Employer contribution / active EE | $494 | $1,564-68.4% | $2,420-79.6% | $2,755-82.1% |
| Participant deferral / active EE | $1,284 | $4,034-68.2% | $4,411-70.9% | $4,296-70.1% |
| Admin fee / account holder | $208 | $6,945-97.0% | $8,285-97.5% | $6,918-97.0% |