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 | $13,663 | $140,940-90.3% | $112,229-87.8% | $139,434-90.2% |
| Participation rate | 40.0% | 79.2%-39.2pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 59.12% | 32.71%+26.4pp | 30.20%+28.9pp | 372.94%-313.8pp |
| Employer contribution / active EE | $2,001 | $4,283-53.3% | $3,430-41.7% | $4,751-57.9% |
| Participant deferral / active EE | $3,416 | $5,874-41.8% | $4,798-28.8% | $6,710-49.1% |
| Admin fee / account holder | $62 | $9,954-99.4% | $7,748-99.2% | $11,403-99.5% |