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 | $24,846 | $81,208-69.4% | $98,907-74.9% | $79,858-68.9% |
| Participation rate | 67.9% | 72.5%-4.6pp | 76.0%-8.2pp | 69.6%-1.8pp |
| Annual return | 19.18% | 60.99%-41.8pp | 196.43%-177.2pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,513 | $1,960-22.8% | $2,689-43.7% | $2,471-38.8% |
| Participant deferral / active EE | $1,822 | $3,265-44.2% | $4,244-57.1% | $3,740-51.3% |
| Admin fee / account holder | $87 | $6,013-98.6% | $6,642-98.7% | $5,306-98.4% |