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 4-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 | $23,701 | $214,378-88.9% | $200,582-88.2% | $142,382-83.4% |
| Participation rate | 61.5% | 87.4%-25.9pp | 86.9%-25.3pp | 80.1%-18.6pp |
| Annual return | 26.11% | 46.41%-20.3pp | 42.33%-16.2pp | 217.08%-191.0pp |
| Employer contribution / active EE | $2,063 | $6,841-69.8% | $6,419-67.9% | $4,299-52.0% |
| Participant deferral / active EE | $3,926 | $9,865-60.2% | $9,331-57.9% | $6,507-39.7% |
| Admin fee / account holder | $207 | $17,692-98.8% | $16,305-98.7% | $12,624-98.4% |