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 | $10,157 | $43,327-76.6% | $59,878-83.0% | $64,186-84.2% |
| Participation rate | 59.6% | 69.2%-9.6pp | 74.7%-15.1pp | 69.6%-10.0pp |
| Annual return | -3.75% | -1.55%-2.2pp | 3.46%-7.2pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,148 | $2,546+102.2% | $3,402+51.3% | $3,470+48.4% |
| Admin fee / account holder | $161 | $3,005-94.6% | $3,590-95.5% | $4,888-96.7% |