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 7-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 | $13,828 | $58,523-76.4% | $99,443-86.1% | $72,985-81.1% |
| Participation rate | 63.3% | 64.6%-1.3pp | 73.8%-10.5pp | 69.5%-6.2pp |
| Annual return | 0.00% | 28.51%-28.5pp | 30.72%-30.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,425 | $1,512-5.8% | $2,540-43.9% | $2,440-41.6% |
| Participant deferral / active EE | $2,160 | $2,606-17.1% | $3,619-40.3% | $3,607-40.1% |
| Admin fee / account holder | $8 | $4,102-99.8% | $6,250-99.9% | $5,124-99.8% |