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 | $18,879 | $94,625-80.0% | $116,228-83.8% | $84,808-77.7% |
| Participation rate | 65.1% | 70.4%-5.3pp | 74.6%-9.4pp | 68.3%-3.2pp |
| Annual return | 16.81% | 20.40%-3.6pp | 90.06%-73.3pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,485 | $2,347-36.7% | $2,994-50.4% | $2,631-43.6% |
| Participant deferral / active EE | $3,781 | $3,972-4.8% | $4,953-23.7% | $4,212-10.2% |
| Admin fee / account holder | $71 | $10,091-99.3% | $11,989-99.4% | $7,344-99.0% |