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 3-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 | $9,298 | $74,927-87.6% | $101,794-90.9% | $84,808-89.0% |
| Participation rate | 61.8% | 61.4%+0.4pp | 69.2%-7.4pp | 68.3%-6.5pp |
| Annual return | 19.80% | 18.70%+1.1pp | 30.53%-10.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $556 | $1,522-63.5% | $2,289-75.7% | $2,631-78.9% |
| Participant deferral / active EE | $2,455 | $3,099-20.8% | $4,084-39.9% | $4,212-41.7% |
| Admin fee / account holder | $209 | $6,514-96.8% | $8,777-97.6% | $7,344-97.1% |