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 | $12,585 | $79,944-84.3% | $98,439-87.2% | $75,163-83.3% |
| Participation rate | 65.1% | 70.4%-5.3pp | 75.2%-10.0pp | 67.2%-2.1pp |
| Annual return | 37.64% | 19.75%+17.9pp | 21.16%+16.5pp | 160.62%-123.0pp |
| Employer contribution / active EE | $1,191 | $2,264-47.4% | $3,048-60.9% | $2,670-55.4% |
| Participant deferral / active EE | $2,072 | $3,752-44.8% | $4,738-56.3% | $4,125-49.8% |
| Admin fee / account holder | $235 | $6,840-96.6% | $8,948-97.4% | $5,651-95.8% |