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 | $14,813 | $71,050-79.2% | $93,606-84.2% | $80,856-81.7% |
| Participation rate | 22.9% | 60.4%-37.6pp | 68.7%-45.9pp | 67.6%-44.8pp |
| Annual return | 21.21% | 11.26%+10.0pp | 133.20%-112.0pp | 35.59%-14.4pp |
| Employer contribution / active EE | $728 | $1,564-53.4% | $2,420-69.9% | $2,755-73.6% |
| Participant deferral / active EE | $1,658 | $4,034-58.9% | $4,411-62.4% | $4,296-61.4% |
| Admin fee / account holder | $142 | $6,945-98.0% | $8,285-98.3% | $6,918-97.9% |