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 | $14,694 | $78,672-81.3% | $109,143-86.5% | $85,850-82.9% |
| Participation rate | 64.4% | 68.3%-3.8pp | 75.9%-11.4pp | 69.3%-4.9pp |
| Annual return | 17.29% | 25.09%-7.8pp | 25.75%-8.5pp | 318.53%-301.2pp |
| Employer contribution / active EE | $1,180 | $2,735-56.8% | $3,722-68.3% | $2,565-54.0% |
| Participant deferral / active EE | $2,427 | $3,467-30.0% | $4,653-47.8% | $3,952-38.6% |
| Admin fee / account holder | $23 | $5,469-99.6% | $6,752-99.7% | $6,260-99.6% |