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 7-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 | $12,016 | $54,762-78.1% | $90,281-86.7% | $72,985-83.5% |
| Participation rate | 42.1% | 65.1%-23.0pp | 73.3%-31.2pp | 69.5%-27.4pp |
| Annual return | 22.25% | 30.63%-8.4pp | 78.10%-55.9pp | 81.00%-58.8pp |
| Employer contribution / active EE | $396 | $2,092-81.1% | $2,854-86.1% | $2,440-83.8% |
| Participant deferral / active EE | $996 | $2,887-65.5% | $3,885-74.4% | $3,607-72.4% |
| Admin fee / account holder | $179 | $3,972-95.5% | $5,351-96.7% | $5,124-96.5% |