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 | $7,485 | $54,541-86.3% | $78,778-90.5% | $70,131-89.3% |
| Participation rate | 40.5% | 60.8%-20.3pp | 69.2%-28.7pp | 69.5%-29.1pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $904 | $1,089-17.0% | $1,986-54.5% | $2,342-61.4% |
| Participant deferral / active EE | $2,472 | $2,210+11.8% | $2,958-16.4% | $3,332-25.8% |
| Admin fee / account holder | $168 | $3,709-95.5% | $5,134-96.7% | $4,645-96.4% |