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 | $22,241 | $91,552-75.7% | $133,956-83.4% | $79,858-72.1% |
| Participation rate | 31.6% | 73.3%-41.8pp | 79.8%-48.3pp | 69.6%-38.1pp |
| Annual return | 26.27% | 61.85%-35.6pp | 45.09%-18.8pp | 31.71%-5.4pp |
| Employer contribution / active EE | $1,058 | $2,384-55.6% | $3,919-73.0% | $2,471-57.2% |
| Participant deferral / active EE | $2,259 | $3,733-39.5% | $5,048-55.2% | $3,740-39.6% |
| Admin fee / account holder | $92 | $6,321-98.5% | $8,927-99.0% | $5,306-98.3% |