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 | $17,267 | $78,926-78.1% | $136,749-87.4% | $84,808-79.6% |
| Participation rate | 28.6% | 62.2%-33.6pp | 72.1%-43.6pp | 68.3%-39.7pp |
| Annual return | 23.92% | 18.17%+5.8pp | 24.33%-0.4pp | 40.90%-17.0pp |
| Employer contribution / active EE | $1,080 | $2,134-49.4% | $3,400-68.2% | $2,631-58.9% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,692-100.0% | $4,212-100.0% |
| Admin fee / account holder | $20 | $6,369-99.7% | $11,386-99.8% | $7,344-99.7% |