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 3-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 | $14,804 | $117,841-87.4% | $102,423-85.5% | $145,922-89.9% |
| Participation rate | 57.1% | 78.6%-21.4pp | 76.5%-19.3pp | 80.3%-23.1pp |
| Annual return | 22.73% | 31.65%-8.9pp | 29.32%-6.6pp | 561.29%-538.6pp |
| Employer contribution / active EE | $1,143 | $3,615-68.4% | $3,023-62.2% | $4,660-75.5% |
| Participant deferral / active EE | $1,933 | $5,731-66.3% | $5,053-61.7% | $6,688-71.1% |
| Admin fee / account holder | $203 | $13,326-98.5% | $9,451-97.9% | $13,397-98.5% |