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 3-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 | $2,326 | $60,022-96.1% | $88,946-97.4% | $84,808-97.3% |
| Participation rate | 63.3% | 57.8%+5.5pp | 68.8%-5.5pp | 68.3%-5.0pp |
| Annual return | 25.05% | 22.43%+2.6pp | 57.82%-32.8pp | 40.90%-15.8pp |
| Employer contribution / active EE | $419 | $1,703-75.4% | $2,555-83.6% | $2,631-84.1% |
| Participant deferral / active EE | $853 | $3,114-72.6% | $4,581-81.4% | $4,212-79.7% |
| Admin fee / account holder | $190 | $4,811-96.0% | $8,261-97.7% | $7,344-97.4% |