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 8-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 | $12,522 | $65,365-80.8% | $92,893-86.5% | $72,985-82.8% |
| Participation rate | 54.2% | 68.3%-14.1pp | 76.0%-21.8pp | 69.5%-15.3pp |
| Annual return | 31.80% | 42.10%-10.3pp | 109.41%-77.6pp | 81.00%-49.2pp |
| Employer contribution / active EE | $1,475 | $2,594-43.1% | $3,653-59.6% | $2,440-39.6% |
| Participant deferral / active EE | $3,248 | $3,128+3.8% | $4,236-23.3% | $3,607-10.0% |
| Admin fee / account holder | $25 | $4,251-99.4% | $5,794-99.6% | $5,124-99.5% |