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 | $11,388 | $163,101-93.0% | $136,749-91.7% | $142,382-92.0% |
| Participation rate | 33.3% | 78.2%-44.9pp | 72.1%-38.8pp | 80.1%-46.8pp |
| Annual return | 14.75% | 27.54%-12.8pp | 24.33%-9.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,400 | $4,117-66.0% | $3,400-58.8% | $4,299-67.4% |
| Participant deferral / active EE | $1,566 | $5,585-72.0% | $4,692-66.6% | $6,507-75.9% |
| Admin fee / account holder | $47 | $14,318-99.7% | $11,386-99.6% | $12,624-99.6% |