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 4-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 | $7,045 | $80,717-91.3% | $154,803-95.4% | $84,808-91.7% |
| Participation rate | 56.4% | 66.8%-10.4pp | 78.1%-21.7pp | 68.3%-11.9pp |
| Annual return | 20.84% | 37.96%-17.1pp | 58.88%-38.0pp | 40.90%-20.1pp |
| Employer contribution / active EE | $370 | $2,761-86.6% | $4,305-91.4% | $2,631-86.0% |
| Participant deferral / active EE | $872 | $3,303-73.6% | $5,540-84.3% | $4,212-79.3% |
| Admin fee / account holder | $94 | $6,746-98.6% | $14,329-99.3% | $7,344-98.7% |