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 9-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 | $13,482 | $85,202-84.2% | $172,739-92.2% | $72,985-81.5% |
| Participation rate | 59.5% | 70.1%-10.6pp | 82.6%-23.2pp | 69.5%-10.0pp |
| Annual return | 22.69% | 27.32%-4.6pp | 802.84%-780.2pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,183 | $3,324-64.4% | $5,143-77.0% | $2,440-51.5% |
| Participant deferral / active EE | $2,687 | $3,260-17.6% | $5,198-48.3% | $3,607-25.5% |
| Admin fee / account holder | $20 | $5,884-99.7% | $13,954-99.9% | $5,124-99.6% |