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 | $6,115 | $57,016-89.3% | $84,966-92.8% | $80,856-92.4% |
| Participation rate | 56.8% | 56.3%+0.4pp | 67.5%-10.7pp | 67.6%-10.9pp |
| Annual return | 13.12% | 21.66%-8.5pp | 66.38%-53.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $460 | $1,798-74.4% | $2,727-83.1% | $2,755-83.3% |
| Participant deferral / active EE | $1,043 | $3,110-66.5% | $4,519-76.9% | $4,296-75.7% |
| Admin fee / account holder | $12 | $4,980-99.8% | $6,149-99.8% | $6,918-99.8% |