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 8-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 | $13,320 | $72,277-81.6% | $101,248-86.8% | $79,858-83.3% |
| Participation rate | 48.1% | 68.5%-20.3pp | 75.8%-27.7pp | 69.6%-21.5pp |
| Annual return | 20.84% | 22.30%-1.5pp | 46.47%-25.6pp | 31.71%-10.9pp |
| Employer contribution / active EE | $651 | $2,692-75.8% | $3,660-82.2% | $2,471-73.6% |
| Participant deferral / active EE | $2,846 | $3,282-13.3% | $4,370-34.9% | $3,740-23.9% |
| Admin fee / account holder | $268 | $4,400-93.9% | $5,945-95.5% | $5,306-94.9% |