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 4-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 | $11,624 | $64,707-82.0% | $112,228-89.6% | $68,494-83.0% |
| Participation rate | 60.7% | 67.2%-6.4pp | 75.1%-14.3pp | 67.9%-7.2pp |
| Annual return | -8.86% | -11.40%+2.5pp | 27.45%-36.3pp | -7.84%-1.0pp |
| Employer contribution / active EE | $2,112 | $2,746-23.1% | $3,635-41.9% | $2,596-18.7% |
| Participant deferral / active EE | $2,112 | $3,565-40.8% | $4,728-55.3% | $4,027-47.6% |
| Admin fee / account holder | $211 | $5,232-96.0% | $6,410-96.7% | $5,403-96.1% |