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 8-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 | $13,620 | $72,492-81.2% | $87,100-84.4% | $72,985-81.3% |
| Participation rate | 32.0% | 72.8%-40.8pp | 76.9%-44.9pp | 69.5%-37.5pp |
| Annual return | 32.84% | 24.46%+8.4pp | 28.19%+4.7pp | 81.00%-48.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,503 | $3,270-23.5% | $4,049-38.2% | $3,607-30.6% |
| Admin fee / account holder | $34 | $5,055-99.3% | $7,497-99.6% | $5,124-99.3% |