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 | $15,208 | $65,041-76.6% | $90,951-83.3% | $79,858-81.0% |
| Participation rate | 40.7% | 61.6%-20.9pp | 69.0%-28.3pp | 69.6%-29.0pp |
| Annual return | 30.26% | 30.45%-0.2pp | 134.60%-104.3pp | 31.71%-1.5pp |
| Employer contribution / active EE | $953 | $1,247-23.6% | $2,122-55.1% | $2,471-61.4% |
| Participant deferral / active EE | $1,940 | $2,512-22.8% | $3,373-42.5% | $3,740-48.1% |
| Admin fee / account holder | $69 | $4,536-98.5% | $5,959-98.8% | $5,306-98.7% |