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 | $14,099 | $67,984-79.3% | $65,493-78.5% | $74,304-81.0% |
| Participation rate | 57.7% | 66.3%-8.6pp | 73.1%-15.4pp | 60.3%-2.7pp |
| Annual return | 17.44% | 19.87%-2.4pp | 982.45%-965.0pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,081 | $2,491-56.6% | $2,574-58.0% | $2,241-51.7% |
| Participant deferral / active EE | $1,372 | $3,346-59.0% | $3,961-65.4% | $3,767-63.6% |
| Admin fee / account holder | $222 | $1,373-83.8% | $5,028-95.6% | $2,969-92.5% |