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 3-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 | $10,188 | $51,045-80.0% | $70,515-85.6% | $71,457-85.7% |
| Participation rate | 56.5% | 59.4%-2.9pp | 68.3%-11.8pp | 67.9%-11.4pp |
| Annual return | 36.34% | 42.63%-6.3pp | 32.77%+3.6pp | 28.85%+7.5pp |
| Employer contribution / active EE | $1,437 | $1,790-19.7% | $2,973-51.7% | $2,588-44.5% |
| Participant deferral / active EE | $2,058 | $3,026-32.0% | $4,567-54.9% | $4,289-52.0% |
| Admin fee / account holder | $174 | $1,994-91.3% | $6,412-97.3% | $1,587-89.0% |