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 | $23,845 | $100,923-76.4% | $150,045-84.1% | $74,304-67.9% |
| Participation rate | 69.0% | 70.1%-1.1pp | 82.3%-13.3pp | 60.3%+8.6pp |
| Annual return | 25.74% | 51.77%-26.0pp | 62.55%-36.8pp | 29.43%-3.7pp |
| Employer contribution / active EE | $966 | $3,463-72.1% | $4,693-79.4% | $2,241-56.9% |
| Participant deferral / active EE | $2,709 | $6,709-59.6% | $7,997-66.1% | $3,767-28.1% |
| Admin fee / account holder | $130 | $2,767-95.3% | $13,435-99.0% | $2,969-95.6% |