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 | $18,430 | $155,788-88.2% | $124,672-85.2% | $167,490-89.0% |
| Participation rate | 50.0% | 81.1%-31.1pp | 74.6%-24.6pp | 82.1%-32.1pp |
| Annual return | 21.83% | 17.97%+3.9pp | 5142.93%-5121.1pp | 478.56%-456.7pp |
| Employer contribution / active EE | $1,736 | $4,163-58.3% | $3,324-47.8% | $4,837-64.1% |
| Participant deferral / active EE | $2,694 | $5,673-52.5% | $4,614-41.6% | $6,341-57.5% |
| Admin fee / account holder | $188 | $9,531-98.0% | $7,493-97.5% | $12,309-98.5% |