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 6-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 | $2,771 | $37,426-92.6% | $77,482-96.4% | $79,858-96.5% |
| Participation rate | 64.6% | 41.5%+23.1pp | 54.2%+10.4pp | 69.6%-5.0pp |
| Annual return | 62.47% | 39.70%+22.8pp | 54.79%+7.7pp | 31.71%+30.8pp |
| Employer contribution / active EE | $663 | $637+4.1% | $986-32.8% | $2,471-73.2% |
| Participant deferral / active EE | $1,319 | $1,260+4.7% | $1,861-29.1% | $3,740-64.7% |
| Admin fee / account holder | $136 | $2,504-94.6% | $2,858-95.2% | $5,306-97.4% |