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 | $8,717 | $72,492-88.0% | $87,100-90.0% | $72,985-88.1% |
| Participation rate | 43.8% | 72.8%-29.1pp | 76.9%-33.1pp | 69.5%-25.7pp |
| Annual return | 37.55% | 24.46%+13.1pp | 28.19%+9.4pp | 81.00%-43.5pp |
| Employer contribution / active EE | $600 | $1,894-68.3% | $2,521-76.2% | $2,440-75.4% |
| Participant deferral / active EE | $2,020 | $3,270-38.2% | $4,049-50.1% | $3,607-44.0% |
| Admin fee / account holder | $19 | $5,055-99.6% | $7,497-99.7% | $5,124-99.6% |