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 | $3,492 | $56,053-93.8% | $75,972-95.4% | $80,856-95.7% |
| Participation rate | 69.2% | 62.0%+7.2pp | 69.1%+0.2pp | 67.6%+1.6pp |
| Annual return | 26.01% | 20.53%+5.5pp | 359.55%-333.5pp | 35.59%-9.6pp |
| Employer contribution / active EE | $1,049 | $1,874-44.1% | $2,685-60.9% | $2,755-61.9% |
| Participant deferral / active EE | $1,916 | $3,052-37.2% | $4,255-55.0% | $4,296-55.4% |
| Admin fee / account holder | $274 | $5,234-94.8% | $6,467-95.8% | $6,918-96.0% |