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 | $3,760 | $117,983-96.8% | $101,794-96.3% | $142,382-97.4% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.2%-29.2pp | 80.1%-40.1pp |
| Annual return | 12.10% | 36.92%-24.8pp | 30.53%-18.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $704 | $2,773-74.6% | $2,289-69.2% | $4,299-83.6% |
| Participant deferral / active EE | $1,247 | $4,714-73.5% | $4,084-69.5% | $6,507-80.8% |
| Admin fee / account holder | $287 | $10,433-97.2% | $8,777-96.7% | $12,624-97.7% |