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 6-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 | $7,461 | $41,078-81.8% | $80,569-90.7% | $71,457-89.6% |
| Participation rate | 32.1% | 50.2%-18.1pp | 67.0%-34.9pp | 67.9%-35.8pp |
| Annual return | 24.51% | 38.45%-13.9pp | 935.43%-910.9pp | 28.85%-4.3pp |
| Employer contribution / active EE | $512 | $1,506-66.0% | $2,723-81.2% | $2,588-80.2% |
| Participant deferral / active EE | $1,004 | $2,699-62.8% | $4,447-77.4% | $4,289-76.6% |
| Admin fee / account holder | $104 | $1,840-94.3% | $5,377-98.1% | $1,587-93.4% |