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 | $11,633 | $104,907-88.9% | $84,611-86.3% | $152,861-92.4% |
| Participation rate | 53.3% | 74.8%-21.5pp | 68.2%-14.9pp | 82.4%-29.1pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,452 | $3,302-56.0% | $2,652-45.2% | $4,762-69.5% |
| Participant deferral / active EE | $4,232 | $4,688-9.7% | $3,899+8.5% | $5,850-27.7% |
| Admin fee / account holder | $24 | $6,241-99.6% | $4,912-99.5% | $11,596-99.8% |