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 | $30,014 | $101,724-70.5% | $164,813-81.8% | $80,856-62.9% |
| Participation rate | 57.1% | 71.8%-14.7pp | 78.6%-21.5pp | 67.6%-10.5pp |
| Annual return | 20.77% | 16.72%+4.1pp | 69.93%-49.2pp | 35.59%-14.8pp |
| Employer contribution / active EE | $1,626 | $2,953-44.9% | $4,341-62.5% | $2,755-41.0% |
| Participant deferral / active EE | $2,022 | $4,477-54.8% | $6,031-66.5% | $4,296-52.9% |
| Admin fee / account holder | $151 | $8,227-98.2% | $12,690-98.8% | $6,918-97.8% |