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 5-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 | $18,557 | $167,484-88.9% | $151,611-87.8% | $134,475-86.2% |
| Participation rate | 65.2% | 88.4%-23.2pp | 87.5%-22.3pp | 81.2%-16.0pp |
| Annual return | 89.17% | 7.80%+81.4pp | 3.33%+85.8pp | 417.96%-328.8pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,595 | $8,986-48.9% | $8,363-45.1% | $6,400-28.2% |
| Admin fee / account holder | $149 | $13,783-98.9% | $11,616-98.7% | $11,426-98.7% |