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 | $17,126 | $100,754-83.0% | $86,677-80.2% | $134,475-87.3% |
| Participation rate | 18.8% | 78.9%-60.2pp | 76.6%-57.8pp | 81.2%-62.5pp |
| Annual return | -17.69% | 29.04%-46.7pp | 35.91%-53.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $819 | $3,489-76.5% | $2,836-71.1% | $4,740-82.7% |
| Participant deferral / active EE | $2,138 | $5,338-60.0% | $4,656-54.1% | $6,400-66.6% |
| Admin fee / account holder | $130 | $10,926-98.8% | $7,493-98.3% | $11,426-98.9% |