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 | $9,914 | $86,929-88.6% | $102,423-90.3% | $80,856-87.7% |
| Participation rate | 58.8% | 72.4%-13.6pp | 76.5%-17.7pp | 67.6%-8.8pp |
| Annual return | 18.27% | 18.88%-0.6pp | 29.32%-11.1pp | 35.59%-17.3pp |
| Employer contribution / active EE | $1,879 | $2,369-20.7% | $3,023-37.8% | $2,755-31.8% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $96 | $8,049-98.8% | $9,451-99.0% | $6,918-98.6% |