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 | $12,057 | $72,277-83.3% | $101,248-88.1% | $79,858-84.9% |
| Participation rate | 55.9% | 68.5%-12.6pp | 75.8%-19.9pp | 69.6%-13.8pp |
| Annual return | 60.33% | 22.30%+38.0pp | 46.47%+13.9pp | 31.71%+28.6pp |
| Employer contribution / active EE | $1,159 | $2,692-57.0% | $3,660-68.3% | $2,471-53.1% |
| Participant deferral / active EE | $3,476 | $3,282+5.9% | $4,370-20.5% | $3,740-7.1% |
| Admin fee / account holder | $116 | $4,400-97.4% | $5,945-98.1% | $5,306-97.8% |