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 | $11,059 | $72,277-84.7% | $101,248-89.1% | $79,858-86.2% |
| Participation rate | 38.6% | 68.5%-29.8pp | 75.8%-37.2pp | 69.6%-31.0pp |
| Annual return | 60.45% | 22.30%+38.2pp | 46.47%+14.0pp | 31.71%+28.7pp |
| Employer contribution / active EE | $1,079 | $2,692-59.9% | $3,660-70.5% | $2,471-56.3% |
| Participant deferral / active EE | $1,634 | $3,282-50.2% | $4,370-62.6% | $3,740-56.3% |
| Admin fee / account holder | $20 | $4,400-99.6% | $5,945-99.7% | $5,306-99.6% |