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 | $16,060 | $81,460-80.3% | $103,333-84.5% | $80,856-80.1% |
| Participation rate | 53.6% | 66.8%-13.3pp | 74.5%-20.9pp | 67.6%-14.1pp |
| Annual return | 15.17% | 25.55%-10.4pp | 24.88%-9.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,347 | $3,105-56.6% | $3,868-65.2% | $2,755-51.1% |
| Participant deferral / active EE | $2,192 | $3,869-43.4% | $5,057-56.7% | $4,296-49.0% |
| Admin fee / account holder | $291 | $6,566-95.6% | $8,355-96.5% | $6,918-95.8% |