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 5-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 | $14,765 | $118,450-87.5% | $98,439-85.0% | $139,434-89.4% |
| Participation rate | 50.0% | 77.4%-27.4pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 24.90% | 18.94%+6.0pp | 21.16%+3.7pp | 372.94%-348.0pp |
| Employer contribution / active EE | $1,186 | $3,609-67.1% | $3,048-61.1% | $4,751-75.0% |
| Participant deferral / active EE | $2,422 | $5,392-55.1% | $4,738-48.9% | $6,710-63.9% |
| Admin fee / account holder | $21 | $14,026-99.8% | $8,948-99.8% | $11,403-99.8% |