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 | $12,225 | $61,605-80.2% | $112,229-89.1% | $75,163-83.7% |
| Participation rate | 33.3% | 61.7%-28.3pp | 72.4%-39.1pp | 67.2%-33.9pp |
| Annual return | 27.64% | 28.47%-0.8pp | 30.20%-2.6pp | 160.62%-133.0pp |
| Employer contribution / active EE | $813 | $2,015-59.6% | $3,430-76.3% | $2,670-69.5% |
| Participant deferral / active EE | $1,470 | $3,108-52.7% | $4,798-69.4% | $4,125-64.4% |
| Admin fee / account holder | $90 | $4,862-98.2% | $7,748-98.8% | $5,651-98.4% |