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 | $10,855 | $86,929-87.5% | $102,423-89.4% | $80,856-86.6% |
| Participation rate | 59.4% | 72.4%-13.0pp | 76.5%-17.1pp | 67.6%-8.3pp |
| Annual return | 16.36% | 18.88%-2.5pp | 29.32%-13.0pp | 35.59%-19.2pp |
| Employer contribution / active EE | $929 | $2,369-60.8% | $3,023-69.3% | $2,755-66.3% |
| Participant deferral / active EE | $2,231 | $4,118-45.8% | $5,053-55.9% | $4,296-48.1% |
| Admin fee / account holder | $297 | $8,049-96.3% | $9,451-96.9% | $6,918-95.7% |