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 | $8,214 | $58,851-86.0% | $115,157-92.9% | $72,985-88.7% |
| Participation rate | 34.8% | 65.5%-30.8pp | 75.9%-41.1pp | 69.5%-34.7pp |
| Annual return | 28.77% | 23.16%+5.6pp | 35.60%-6.8pp | 81.00%-52.2pp |
| Employer contribution / active EE | $604 | $1,798-66.4% | $3,179-81.0% | $2,440-75.2% |
| Participant deferral / active EE | $1,044 | $2,643-60.5% | $4,168-74.9% | $3,607-71.0% |
| Admin fee / account holder | $63 | $6,370-99.0% | $7,088-99.1% | $5,124-98.8% |