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 7-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 | $7,934 | $72,277-89.0% | $101,248-92.2% | $79,858-90.1% |
| Participation rate | 53.8% | 68.5%-14.6pp | 75.8%-22.0pp | 69.6%-15.8pp |
| Annual return | 23.68% | 22.30%+1.4pp | 46.47%-22.8pp | 31.71%-8.0pp |
| Employer contribution / active EE | $1,019 | $2,692-62.1% | $3,660-72.2% | $2,471-58.8% |
| Participant deferral / active EE | $2,164 | $3,282-34.0% | $4,370-50.5% | $3,740-42.1% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |