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 | $3,510 | $48,046-92.7% | $84,611-95.9% | $72,985-95.2% |
| Participation rate | 67.4% | 57.6%+9.9pp | 68.2%-0.8pp | 69.5%-2.0pp |
| Annual return | 27.07% | 37.38%-10.3pp | 258.74%-231.7pp | 81.00%-53.9pp |
| Employer contribution / active EE | $416 | $1,602-74.0% | $2,652-84.3% | $2,440-82.9% |
| Participant deferral / active EE | $1,325 | $2,680-50.6% | $3,899-66.0% | $3,607-63.3% |
| Admin fee / account holder | $263 | $3,395-92.2% | $4,912-94.6% | $5,124-94.9% |