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 4-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 | $15,309 | $73,933-79.3% | $96,683-84.2% | $75,163-79.6% |
| Participation rate | 53.3% | 66.4%-13.1pp | 74.3%-21.0pp | 67.2%-13.9pp |
| Annual return | 32.56% | 26.70%+5.9pp | 35.69%-3.1pp | 160.62%-128.1pp |
| Employer contribution / active EE | $1,712 | $2,928-41.5% | $3,737-54.2% | $2,670-35.9% |
| Participant deferral / active EE | $3,153 | $3,659-13.8% | $4,878-35.4% | $4,125-23.6% |
| Admin fee / account holder | $88 | $5,216-98.3% | $6,730-98.7% | $5,651-98.4% |