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 | $8,649 | $54,541-84.1% | $78,778-89.0% | $70,131-87.7% |
| Participation rate | 34.1% | 60.8%-26.7pp | 69.2%-35.0pp | 69.5%-35.4pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $452 | $1,089-58.5% | $1,986-77.3% | $2,342-80.7% |
| Participant deferral / active EE | $1,889 | $2,210-14.5% | $2,958-36.2% | $3,332-43.3% |
| Admin fee / account holder | $11 | $3,709-99.7% | $5,134-99.8% | $4,645-99.8% |