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 | $5,566 | $46,553-88.0% | $64,056-91.3% | $75,163-92.6% |
| Participation rate | 35.7% | 65.9%-30.2pp | 72.3%-36.6pp | 67.2%-31.5pp |
| Annual return | 19.60% | 26.03%-6.4pp | 33.69%-14.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $870 | $2,837-69.3% | $3,880-77.6% | $4,125-78.9% |
| Admin fee / account holder | $234 | $2,952-92.1% | $3,068-92.4% | $5,651-95.9% |