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 | $12,763 | $58,694-78.3% | $142,863-91.1% | $85,850-85.1% |
| Participation rate | 60.5% | 58.5%+2.0pp | 71.9%-11.4pp | 69.3%-8.8pp |
| Annual return | 17.07% | 27.72%-10.6pp | 5637.54%-5620.5pp | 318.53%-301.5pp |
| Employer contribution / active EE | $1,181 | $1,423-17.0% | $4,144-71.5% | $2,565-54.0% |
| Participant deferral / active EE | $1,711 | $2,607-34.4% | $3,837-55.4% | $3,952-56.7% |
| Admin fee / account holder | $17 | $4,239-99.6% | $6,560-99.7% | $6,260-99.7% |