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 | $17,934 | $118,680-84.9% | $98,907-81.9% | $158,922-88.7% |
| Participation rate | 25.0% | 77.8%-52.8pp | 76.0%-51.0pp | 82.0%-57.0pp |
| Annual return | 16.55% | 372.35%-355.8pp | 196.43%-179.9pp | 302.83%-286.3pp |
| Employer contribution / active EE | $825 | $3,333-75.3% | $2,689-69.3% | $4,761-82.7% |
| Participant deferral / active EE | $1,520 | $5,088-70.1% | $4,244-64.2% | $5,982-74.6% |
| Admin fee / account holder | $222 | $10,131-97.8% | $6,642-96.7% | $11,246-98.0% |