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 5-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 | $7,184 | $57,281-87.5% | $86,612-91.7% | $75,163-90.4% |
| Participation rate | 49.1% | 63.2%-14.1pp | 71.7%-22.6pp | 67.2%-18.1pp |
| Annual return | 21.95% | 2670.75%-2648.8pp | 591.07%-569.1pp | 160.62%-138.7pp |
| Employer contribution / active EE | $667 | $2,314-71.2% | $3,022-77.9% | $2,670-75.0% |
| Participant deferral / active EE | $929 | $3,318-72.0% | $4,438-79.1% | $4,125-77.5% |
| Admin fee / account holder | $152 | $4,112-96.3% | $5,614-97.3% | $5,651-97.3% |