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 | $9,561 | $53,822-82.2% | $75,696-87.4% | $85,850-88.9% |
| Participation rate | 42.3% | 69.1%-26.8pp | 74.8%-32.6pp | 69.3%-27.1pp |
| Annual return | 41.60% | 24.54%+17.1pp | 104.53%-62.9pp | 318.53%-276.9pp |
| Employer contribution / active EE | $720 | $2,017-64.3% | $2,743-73.7% | $2,565-71.9% |
| Participant deferral / active EE | $1,291 | $2,895-55.4% | $3,821-66.2% | $3,952-67.3% |
| Admin fee / account holder | $68 | $3,343-98.0% | $3,619-98.1% | $6,260-98.9% |