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 | $4,540 | $70,428-93.6% | $96,562-95.3% | $85,850-94.7% |
| Participation rate | 59.3% | 61.8%-2.5pp | 69.8%-10.6pp | 69.3%-10.1pp |
| Annual return | 15.40% | 18.59%-3.2pp | 37.78%-22.4pp | 318.53%-303.1pp |
| Employer contribution / active EE | $965 | $1,413-31.7% | $2,356-59.1% | $2,565-62.4% |
| Participant deferral / active EE | $1,752 | $2,894-39.5% | $3,849-54.5% | $3,952-55.7% |
| Admin fee / account holder | $141 | $4,997-97.2% | $6,181-97.7% | $6,260-97.8% |