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 | $9,802 | $46,553-78.9% | $64,056-84.7% | $75,163-87.0% |
| Participation rate | 38.9% | 65.9%-27.0pp | 72.3%-33.4pp | 67.2%-28.3pp |
| Annual return | 36.88% | 26.03%+10.8pp | 33.69%+3.2pp | 160.62%-123.7pp |
| Employer contribution / active EE | $724 | $1,974-63.3% | $2,747-73.7% | $2,670-72.9% |
| Participant deferral / active EE | $1,492 | $2,837-47.4% | $3,880-61.5% | $4,125-63.8% |
| Admin fee / account holder | $169 | $2,952-94.3% | $3,068-94.5% | $5,651-97.0% |