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 | $7,950 | $65,041-87.8% | $90,951-91.3% | $79,858-90.0% |
| Participation rate | 57.8% | 61.6%-3.8pp | 69.0%-11.2pp | 69.6%-11.9pp |
| Annual return | 25.15% | 30.45%-5.3pp | 134.60%-109.4pp | 31.71%-6.6pp |
| Employer contribution / active EE | $1,232 | $1,247-1.2% | $2,122-42.0% | $2,471-50.1% |
| Participant deferral / active EE | $2,189 | $2,512-12.9% | $3,373-35.1% | $3,740-41.5% |
| Admin fee / account holder | $274 | $4,536-94.0% | $5,959-95.4% | $5,306-94.8% |