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 7-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 | $14,884 | $64,324-76.9% | $118,925-87.5% | $79,858-81.4% |
| Participation rate | 63.3% | 64.9%-1.5pp | 75.4%-12.0pp | 69.6%-6.3pp |
| Annual return | 33.17% | 86.45%-53.3pp | 35.88%-2.7pp | 31.71%+1.5pp |
| Employer contribution / active EE | $1,502 | $1,836-18.2% | $3,263-54.0% | $2,471-39.2% |
| Participant deferral / active EE | $3,055 | $2,824+8.2% | $4,265-28.4% | $3,740-18.3% |
| Admin fee / account holder | $109 | $4,040-97.3% | $6,581-98.3% | $5,306-97.9% |