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 7-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 | $20,597 | $91,552-77.5% | $133,956-84.6% | $79,858-74.2% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | 55.94% | 61.85%-5.9pp | 45.09%+10.8pp | 31.71%+24.2pp |
| Employer contribution / active EE | $2,110 | $2,384-11.5% | $3,919-46.1% | $2,471-14.6% |
| Participant deferral / active EE | $3,347 | $3,733-10.3% | $5,048-33.7% | $3,740-10.5% |
| Admin fee / account holder | $86 | $6,321-98.6% | $8,927-99.0% | $5,306-98.4% |