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 5-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 | $13,669 | $73,933-81.5% | $96,683-85.9% | $75,163-81.8% |
| Participation rate | 36.6% | 66.4%-29.8pp | 74.3%-37.8pp | 67.2%-30.6pp |
| Annual return | 23.76% | 26.70%-2.9pp | 35.69%-11.9pp | 160.62%-136.9pp |
| Employer contribution / active EE | $752 | $2,928-74.3% | $3,737-79.9% | $2,670-71.8% |
| Participant deferral / active EE | $1,696 | $3,659-53.7% | $4,878-65.2% | $4,125-58.9% |
| Admin fee / account holder | $212 | $5,216-95.9% | $6,730-96.9% | $5,651-96.2% |