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 | $9,387 | $140,940-93.3% | $112,229-91.6% | $139,434-93.3% |
| Participation rate | 52.2% | 79.2%-27.0pp | 72.4%-20.3pp | 80.3%-28.1pp |
| Annual return | 36.25% | 32.71%+3.5pp | 30.20%+6.0pp | 372.94%-336.7pp |
| Employer contribution / active EE | $910 | $4,283-78.8% | $3,430-73.5% | $4,751-80.8% |
| Participant deferral / active EE | $1,808 | $5,874-69.2% | $4,798-62.3% | $6,710-73.1% |
| Admin fee / account holder | $231 | $9,954-97.7% | $7,748-97.0% | $11,403-98.0% |