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 8-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 | $12,975 | $64,324-79.8% | $118,925-89.1% | $79,858-83.8% |
| Participation rate | 37.2% | 64.9%-27.6pp | 75.4%-38.2pp | 69.6%-32.4pp |
| Annual return | 19.03% | 86.45%-67.4pp | 35.88%-16.8pp | 31.71%-12.7pp |
| Employer contribution / active EE | $721 | $1,836-60.7% | $3,263-77.9% | $2,471-70.8% |
| Participant deferral / active EE | $1,221 | $2,824-56.8% | $4,265-71.4% | $3,740-67.3% |
| Admin fee / account holder | $84 | $4,040-97.9% | $6,581-98.7% | $5,306-98.4% |