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 6-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 | $17,659 | $81,900-78.4% | $119,609-85.2% | $68,494-74.2% |
| Participation rate | 61.9% | 71.9%-10.0pp | 79.3%-17.4pp | 67.9%-6.0pp |
| Annual return | -2.14% | -23.82%+21.7pp | -14.97%+12.8pp | -7.84%+5.7pp |
| Employer contribution / active EE | $1,581 | $2,693-41.3% | $4,232-62.6% | $2,596-39.1% |
| Participant deferral / active EE | $3,131 | $4,148-24.5% | $5,602-44.1% | $4,027-22.3% |
| Admin fee / account holder | $295 | $6,582-95.5% | $10,323-97.1% | $5,403-94.5% |