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 | $9,483 | $72,277-86.9% | $101,248-90.6% | $79,858-88.1% |
| Participation rate | 62.2% | 68.5%-6.2pp | 75.8%-13.6pp | 69.6%-7.4pp |
| Annual return | 43.83% | 22.30%+21.5pp | 46.47%-2.6pp | 31.71%+12.1pp |
| Employer contribution / active EE | $1,096 | $2,692-59.3% | $3,660-70.0% | $2,471-55.6% |
| Participant deferral / active EE | $2,364 | $3,282-28.0% | $4,370-45.9% | $3,740-36.8% |
| Admin fee / account holder | $18 | $4,400-99.6% | $5,945-99.7% | $5,306-99.7% |