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 | $26,507 | $95,803-72.3% | $113,168-76.6% | $84,808-68.7% |
| Participation rate | 36.7% | 72.9%-36.1pp | 76.6%-39.8pp | 68.3%-31.6pp |
| Annual return | 20.84% | 25.00%-4.2pp | 24.27%-3.4pp | 40.90%-20.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,616 | $4,242-38.3% | $5,107-48.8% | $4,212-37.9% |
| Admin fee / account holder | $289 | $8,989-96.8% | $12,068-97.6% | $7,344-96.1% |