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 | $17,640 | $67,606-73.9% | $82,313-78.6% | $70,131-74.8% |
| Participation rate | 44.4% | 72.8%-28.3pp | 76.9%-32.4pp | 69.5%-25.1pp |
| Annual return | 19.98% | 21.57%-1.6pp | 25.88%-5.9pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,173 | $1,755-33.1% | $2,428-51.7% | $2,342-49.9% |
| Participant deferral / active EE | $2,053 | $2,987-31.3% | $3,706-44.6% | $3,332-38.4% |
| Admin fee / account holder | $120 | $4,512-97.4% | $5,608-97.9% | $4,645-97.4% |