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 | $14,159 | $118,450-88.0% | $98,439-85.6% | $139,434-89.8% |
| Participation rate | 66.7% | 77.4%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 21.06% | 18.94%+2.1pp | 21.16%-0.1pp | 372.94%-351.9pp |
| Employer contribution / active EE | $767 | $3,609-78.7% | $3,048-74.8% | $4,751-83.8% |
| Participant deferral / active EE | $3,334 | $5,392-38.2% | $4,738-29.6% | $6,710-50.3% |
| Admin fee / account holder | $104 | $14,026-99.3% | $8,948-98.8% | $11,403-99.1% |