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 | $5,857 | $56,053-89.6% | $75,972-92.3% | $80,856-92.8% |
| Participation rate | 59.3% | 62.0%-2.8pp | 69.1%-9.8pp | 67.6%-8.4pp |
| Annual return | 12.31% | 20.53%-8.2pp | 359.55%-347.2pp | 35.59%-23.3pp |
| Employer contribution / active EE | $533 | $1,874-71.5% | $2,685-80.1% | $2,755-80.6% |
| Participant deferral / active EE | $1,372 | $3,052-55.0% | $4,255-67.8% | $4,296-68.1% |
| Admin fee / account holder | $195 | $5,234-96.3% | $6,467-97.0% | $6,918-97.2% |