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 | $16,049 | $124,281-87.1% | $109,143-85.3% | $167,490-90.4% |
| Participation rate | 60.9% | 79.4%-18.6pp | 75.9%-15.0pp | 82.1%-21.2pp |
| Annual return | 16.26% | 26.04%-9.8pp | 25.75%-9.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $2,172 | $4,207-48.4% | $3,722-41.7% | $4,837-55.1% |
| Participant deferral / active EE | $5,328 | $5,255+1.4% | $4,653+14.5% | $6,341-16.0% |
| Admin fee / account holder | $244 | $7,970-96.9% | $6,752-96.4% | $12,309-98.0% |