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 | $25,659 | $110,094-76.7% | $151,611-83.1% | $68,494-62.5% |
| Participation rate | 52.0% | 84.0%-32.0pp | 87.5%-35.5pp | 67.9%-15.9pp |
| Annual return | -16.91% | -10.12%-6.8pp | 3.33%-20.2pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,722 | $4,471-16.7% | $6,166-39.6% | $2,596+43.4% |
| Participant deferral / active EE | $6,008 | $6,527-7.9% | $8,363-28.2% | $4,027+49.2% |
| Admin fee / account holder | $109 | $7,719-98.6% | $11,616-99.1% | $5,403-98.0% |