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 4-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 | $19,064 | $109,881-82.7% | $150,045-87.3% | $84,808-77.5% |
| Participation rate | 45.5% | 76.1%-30.6pp | 82.3%-36.9pp | 68.3%-22.9pp |
| Annual return | 18.41% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,426 | $3,561-60.0% | $4,693-69.6% | $2,631-45.8% |
| Participant deferral / active EE | $2,871 | $6,636-56.7% | $7,997-64.1% | $4,212-31.8% |
| Admin fee / account holder | $229 | $8,568-97.3% | $13,435-98.3% | $7,344-96.9% |