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 | $18,768 | $71,050-73.6% | $93,606-79.9% | $80,856-76.8% |
| Participation rate | 42.3% | 60.4%-18.1pp | 68.7%-26.4pp | 67.6%-25.3pp |
| Annual return | 18.07% | 11.26%+6.8pp | 133.20%-115.1pp | 35.59%-17.5pp |
| Employer contribution / active EE | $1,013 | $1,564-35.2% | $2,420-58.1% | $2,755-63.2% |
| Participant deferral / active EE | $1,742 | $4,034-56.8% | $4,411-60.5% | $4,296-59.4% |
| Admin fee / account holder | $186 | $6,945-97.3% | $8,285-97.8% | $6,918-97.3% |