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 | $7,029 | $124,281-94.3% | $109,143-93.6% | $167,490-95.8% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 24.32% | 26.04%-1.7pp | 25.75%-1.4pp | 478.56%-454.2pp |
| Employer contribution / active EE | $1,497 | $4,207-64.4% | $3,722-59.8% | $4,837-69.0% |
| Participant deferral / active EE | $1,497 | $5,255-71.5% | $4,653-67.8% | $6,341-76.4% |
| Admin fee / account holder | $230 | $7,970-97.1% | $6,752-96.6% | $12,309-98.1% |