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 | $10,953 | $86,929-87.4% | $102,423-89.3% | $80,856-86.5% |
| Participation rate | 67.4% | 72.4%-4.9pp | 76.5%-9.0pp | 67.6%-0.2pp |
| Annual return | 12.45% | 18.88%-6.4pp | 29.32%-16.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,450 | $2,369-38.8% | $3,023-52.0% | $2,755-47.4% |
| Participant deferral / active EE | $2,050 | $4,118-50.2% | $5,053-59.4% | $4,296-52.3% |
| Admin fee / account holder | $166 | $8,049-97.9% | $9,451-98.2% | $6,918-97.6% |