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 | $6,530 | $52,279-87.5% | $89,391-92.7% | $79,858-91.8% |
| Participation rate | 57.1% | 57.5%-0.4pp | 68.0%-10.8pp | 69.6%-12.5pp |
| Annual return | 49.53% | 22.16%+27.4pp | 245.62%-196.1pp | 31.71%+17.8pp |
| Employer contribution / active EE | $686 | $1,572-56.3% | $2,586-73.5% | $2,471-72.2% |
| Participant deferral / active EE | $1,928 | $2,740-29.6% | $3,890-50.4% | $3,740-48.4% |
| Admin fee / account holder | $176 | $3,356-94.8% | $4,881-96.4% | $5,306-96.7% |