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 | $12,994 | $115,882-88.8% | $100,516-87.1% | $158,922-91.8% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 32.86% | 34.79%-1.9pp | 30.89%+2.0pp | 302.83%-270.0pp |
| Employer contribution / active EE | $2,152 | $4,103-47.5% | $3,418-37.0% | $4,761-54.8% |
| Participant deferral / active EE | $7,363 | $6,674+10.3% | $6,270+17.4% | $5,982+23.1% |
| Admin fee / account holder | $81 | $10,995-99.3% | $8,081-99.0% | $11,246-99.3% |