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 9-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 | $11,652 | $78,672-85.2% | $109,143-89.3% | $85,850-86.4% |
| Participation rate | 69.8% | 68.3%+1.5pp | 75.9%-6.1pp | 69.3%+0.5pp |
| Annual return | 13.59% | 25.09%-11.5pp | 25.75%-12.2pp | 318.53%-304.9pp |
| Employer contribution / active EE | $784 | $2,735-71.3% | $3,722-78.9% | $2,565-69.4% |
| Participant deferral / active EE | $1,891 | $3,467-45.5% | $4,653-59.4% | $3,952-52.2% |
| Admin fee / account holder | $224 | $5,469-95.9% | $6,752-96.7% | $6,260-96.4% |