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 8-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 | $22,917 | $98,750-76.8% | $149,696-84.7% | $79,858-71.3% |
| Participation rate | 65.5% | 75.8%-10.3pp | 82.5%-17.0pp | 69.6%-4.1pp |
| Annual return | 34.78% | 27.43%+7.4pp | 276.60%-241.8pp | 31.71%+3.1pp |
| Employer contribution / active EE | $1,597 | $3,216-50.3% | $4,644-65.6% | $2,471-35.4% |
| Participant deferral / active EE | $3,837 | $5,680-32.5% | $6,842-43.9% | $3,740+2.6% |
| Admin fee / account holder | $191 | $6,053-96.8% | $9,309-97.9% | $5,306-96.4% |