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 6-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 | $13,139 | $91,552-85.6% | $133,956-90.2% | $79,858-83.5% |
| Participation rate | 55.2% | 73.3%-18.2pp | 79.8%-24.7pp | 69.6%-14.5pp |
| Annual return | 35.38% | 61.85%-26.5pp | 45.09%-9.7pp | 31.71%+3.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,781 | $3,733+1.3% | $5,048-25.1% | $3,740+1.1% |
| Admin fee / account holder | $13 | $6,321-99.8% | $8,927-99.9% | $5,306-99.8% |