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 | $7,106 | $89,355-92.0% | $141,162-95.0% | $72,985-90.3% |
| Participation rate | 61.3% | 75.1%-13.8pp | 82.5%-21.2pp | 69.5%-8.2pp |
| Annual return | 54.35% | 111.85%-57.5pp | 71.39%-17.0pp | 81.00%-26.7pp |
| Employer contribution / active EE | $1,109 | $3,114-64.4% | $4,735-76.6% | $2,440-54.6% |
| Participant deferral / active EE | $3,168 | $5,418-41.5% | $6,709-52.8% | $3,607-12.2% |
| Admin fee / account holder | $129 | $5,958-97.8% | $10,261-98.7% | $5,124-97.5% |