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 4-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 | $11,134 | $80,968-86.2% | $96,544-88.5% | $75,163-85.2% |
| Participation rate | 53.5% | 71.8%-18.2pp | 76.0%-22.4pp | 67.2%-13.7pp |
| Annual return | 45.27% | 27.06%+18.2pp | 25.84%+19.4pp | 160.62%-115.3pp |
| Employer contribution / active EE | $1,444 | $2,282-36.7% | $2,965-51.3% | $2,670-45.9% |
| Participant deferral / active EE | $2,551 | $3,928-35.0% | $4,851-47.4% | $4,125-38.1% |
| Admin fee / account holder | $146 | $6,724-97.8% | $8,252-98.2% | $5,651-97.4% |