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 3-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 | $6,265 | $89,753-93.0% | $107,525-94.2% | $84,808-92.6% |
| Participation rate | 69.8% | 68.1%+1.8pp | 75.1%-5.3pp | 68.3%+1.5pp |
| Annual return | 27.43% | 29.48%-2.1pp | 181.32%-153.9pp | 40.90%-13.5pp |
| Employer contribution / active EE | $1,227 | $3,113-60.6% | $3,754-67.3% | $2,631-53.4% |
| Participant deferral / active EE | $1,793 | $4,056-55.8% | $5,116-65.0% | $4,212-57.4% |
| Admin fee / account holder | $251 | $7,222-96.5% | $8,919-97.2% | $7,344-96.6% |