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 | $7,029 | $55,706-87.4% | $75,886-90.7% | $72,985-90.4% |
| Participation rate | 44.7% | 61.1%-16.4pp | 69.3%-24.5pp | 69.5%-24.7pp |
| Annual return | 53.48% | 27.59%+25.9pp | 30.76%+22.7pp | 81.00%-27.5pp |
| Employer contribution / active EE | $1,044 | $1,687-38.1% | $2,500-58.2% | $2,440-57.2% |
| Participant deferral / active EE | $1,815 | $2,634-31.1% | $3,603-49.6% | $3,607-49.7% |
| Admin fee / account holder | $243 | $3,978-93.9% | $5,418-95.5% | $5,124-95.3% |