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 9-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 | $15,030 | $83,477-82.0% | $125,175-88.0% | $72,985-79.4% |
| Participation rate | 68.8% | 73.3%-4.6pp | 79.8%-11.0pp | 69.5%-0.7pp |
| Annual return | 25.46% | 25.78%-0.3pp | 43.79%-18.3pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,397 | $2,345-40.4% | $3,865-63.9% | $2,440-42.8% |
| Participant deferral / active EE | $2,679 | $3,585-25.3% | $4,937-45.7% | $3,607-25.7% |
| Admin fee / account holder | $286 | $5,517-94.8% | $9,702-97.0% | $5,124-94.4% |