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 10-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 | $16,947 | $74,927-77.4% | $101,794-83.4% | $84,808-80.0% |
| Participation rate | 52.8% | 61.4%-8.6pp | 69.2%-16.4pp | 68.3%-15.5pp |
| Annual return | 21.39% | 18.70%+2.7pp | 30.53%-9.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $1,462 | $1,522-3.9% | $2,289-36.1% | $2,631-44.4% |
| Participant deferral / active EE | $3,008 | $3,099-3.0% | $4,084-26.4% | $4,212-28.6% |
| Admin fee / account holder | $103 | $6,514-98.4% | $8,777-98.8% | $7,344-98.6% |