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 | $20,531 | $201,272-89.8% | $184,203-88.9% | $145,922-85.9% |
| Participation rate | 58.3% | 87.5%-29.2pp | 86.8%-28.5pp | 80.3%-21.9pp |
| Annual return | 22.53% | 29.00%-6.5pp | 28.81%-6.3pp | 561.29%-538.8pp |
| Employer contribution / active EE | $1,752 | $7,022-75.1% | $6,427-72.7% | $4,660-62.4% |
| Participant deferral / active EE | $3,711 | $9,806-62.2% | $9,131-59.4% | $6,688-44.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |