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 4-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 | $21,605 | $65,041-66.8% | $90,951-76.2% | $79,858-72.9% |
| Participation rate | 54.2% | 61.6%-7.4pp | 69.0%-14.8pp | 69.6%-15.5pp |
| Annual return | 84.63% | 30.45%+54.2pp | 134.60%-50.0pp | 31.71%+52.9pp |
| Employer contribution / active EE | $2,193 | $1,247+75.8% | $2,122+3.3% | $2,471-11.3% |
| Participant deferral / active EE | $4,626 | $2,512+84.1% | $3,373+37.1% | $3,740+23.7% |
| Admin fee / account holder | $215 | $4,536-95.3% | $5,959-96.4% | $5,306-96.0% |