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 | $9,126 | $61,774-85.2% | $97,226-90.6% | $80,856-88.7% |
| Participation rate | 67.4% | 63.5%+3.9pp | 72.7%-5.2pp | 67.6%-0.2pp |
| Annual return | 28.24% | -557.90%+586.1pp | 75.13%-46.9pp | 35.59%-7.4pp |
| Employer contribution / active EE | $946 | $1,837-48.5% | $2,729-65.3% | $2,755-65.7% |
| Participant deferral / active EE | $1,871 | $3,029-38.2% | $4,264-56.1% | $4,296-56.5% |
| Admin fee / account holder | $268 | $5,166-94.8% | $5,654-95.3% | $6,918-96.1% |