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 9-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 | $14,783 | $78,672-81.2% | $109,143-86.5% | $85,850-82.8% |
| Participation rate | 58.2% | 68.3%-10.1pp | 75.9%-17.7pp | 69.3%-11.1pp |
| Annual return | 19.34% | 25.09%-5.7pp | 25.75%-6.4pp | 318.53%-299.2pp |
| Employer contribution / active EE | $744 | $2,735-72.8% | $3,722-80.0% | $2,565-71.0% |
| Participant deferral / active EE | $2,172 | $3,467-37.3% | $4,653-53.3% | $3,952-45.0% |
| Admin fee / account holder | $212 | $5,469-96.1% | $6,752-96.9% | $6,260-96.6% |