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 7-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 | $12,236 | $65,041-81.2% | $90,951-86.5% | $79,858-84.7% |
| Participation rate | 44.7% | 61.6%-16.9pp | 69.0%-24.3pp | 69.6%-24.9pp |
| Annual return | 36.15% | 30.45%+5.7pp | 134.60%-98.5pp | 31.71%+4.4pp |
| Employer contribution / active EE | $1,057 | $1,247-15.2% | $2,122-50.2% | $2,471-57.2% |
| Participant deferral / active EE | $2,081 | $2,512-17.2% | $3,373-38.3% | $3,740-44.4% |
| Admin fee / account holder | $195 | $4,536-95.7% | $5,959-96.7% | $5,306-96.3% |