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 6-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 | $13,354 | $72,277-81.5% | $101,248-86.8% | $79,858-83.3% |
| Participation rate | 52.9% | 68.5%-15.5pp | 75.8%-22.9pp | 69.6%-16.7pp |
| Annual return | 24.05% | 22.30%+1.8pp | 46.47%-22.4pp | 31.71%-7.7pp |
| Employer contribution / active EE | $1,545 | $2,692-42.6% | $3,660-57.8% | $2,471-37.5% |
| Participant deferral / active EE | $2,383 | $3,282-27.4% | $4,370-45.5% | $3,740-36.3% |
| Admin fee / account holder | $239 | $4,400-94.6% | $5,945-96.0% | $5,306-95.5% |