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 | $16,492 | $81,460-79.8% | $103,333-84.0% | $80,856-79.6% |
| Participation rate | 38.5% | 66.8%-28.4pp | 74.5%-36.0pp | 67.6%-29.2pp |
| Annual return | 14.74% | 25.55%-10.8pp | 24.88%-10.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $888 | $3,105-71.4% | $3,868-77.1% | $2,755-67.8% |
| Participant deferral / active EE | $2,285 | $3,869-40.9% | $5,057-54.8% | $4,296-46.8% |
| Admin fee / account holder | $255 | $6,566-96.1% | $8,355-97.0% | $6,918-96.3% |