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 | $36,589 | $138,347-73.6% | $184,203-80.1% | $80,856-54.7% |
| Participation rate | 52.8% | 83.9%-31.1pp | 86.8%-34.0pp | 67.6%-14.9pp |
| Annual return | 52.84% | 20.02%+32.8pp | 28.81%+24.0pp | 35.59%+17.2pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,251 | $7,071-54.0% | $9,131-64.4% | $4,296-24.3% |
| Admin fee / account holder | $253 | $10,483-97.6% | $13,901-98.2% | $6,918-96.3% |