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 3-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 | $5,127 | $80,717-93.6% | $154,803-96.7% | $84,808-94.0% |
| Participation rate | 63.3% | 66.8%-3.5pp | 78.1%-14.7pp | 68.3%-5.0pp |
| Annual return | 32.92% | 37.96%-5.0pp | 58.88%-26.0pp | 40.90%-8.0pp |
| Employer contribution / active EE | $564 | $2,761-79.6% | $4,305-86.9% | $2,631-78.5% |
| Participant deferral / active EE | $1,219 | $3,303-63.1% | $5,540-78.0% | $4,212-71.1% |
| Admin fee / account holder | $257 | $6,746-96.2% | $14,329-98.2% | $7,344-96.5% |