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 | $19,264 | $201,272-90.4% | $184,203-89.5% | $145,922-86.8% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 23.96% | 29.00%-5.0pp | 28.81%-4.9pp | 561.29%-537.3pp |
| Employer contribution / active EE | $5,472 | $7,022-22.1% | $6,427-14.9% | $4,660+17.4% |
| Participant deferral / active EE | $7,190 | $9,806-26.7% | $9,131-21.3% | $6,688+7.5% |
| Admin fee / account holder | $19 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |