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 | $3,726 | $51,175-92.7% | $70,515-94.7% | $75,163-95.0% |
| Participation rate | 61.5% | 60.9%+0.6pp | 68.3%-6.8pp | 67.2%-5.7pp |
| Annual return | 26.14% | 30.02%-3.9pp | 32.77%-6.6pp | 160.62%-134.5pp |
| Employer contribution / active EE | $527 | $1,826-71.2% | $2,973-82.3% | $2,670-80.3% |
| Participant deferral / active EE | $1,662 | $2,849-41.7% | $4,567-63.6% | $4,125-59.7% |
| Admin fee / account holder | $276 | $4,091-93.3% | $6,412-95.7% | $5,651-95.1% |