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 | $16,103 | $124,281-87.0% | $109,143-85.2% | $167,490-90.4% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 17.57% | 26.04%-8.5pp | 25.75%-8.2pp | 478.56%-461.0pp |
| Employer contribution / active EE | $1,897 | $4,207-54.9% | $3,722-49.0% | $4,837-60.8% |
| Participant deferral / active EE | $1,801 | $5,255-65.7% | $4,653-61.3% | $6,341-71.6% |
| Admin fee / account holder | $4 | $7,970-99.9% | $6,752-99.9% | $12,309-100.0% |