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 8-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 | $16,617 | $116,175-85.7% | $93,606-82.2% | $152,861-89.1% |
| Participation rate | 50.0% | 78.0%-28.0pp | 75.8%-25.8pp | 82.4%-32.4pp |
| Annual return | 36.67% | 35.96%+0.7pp | 32.76%+3.9pp | 345.32%-308.7pp |
| Employer contribution / active EE | $1,441 | $3,218-55.2% | $2,718-47.0% | $4,762-69.7% |
| Participant deferral / active EE | $5,646 | $4,603+22.6% | $4,069+38.8% | $5,850-3.5% |
| Admin fee / account holder | $131 | $10,748-98.8% | $7,888-98.3% | $11,596-98.9% |