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 | $14,223 | $65,561-78.3% | $86,188-83.5% | $75,163-81.1% |
| Participation rate | 40.0% | 60.5%-20.5pp | 69.0%-29.0pp | 67.2%-27.2pp |
| Annual return | 32.08% | 46.05%-14.0pp | 1168.45%-1136.4pp | 160.62%-128.5pp |
| Employer contribution / active EE | $1,016 | $1,553-34.6% | $2,380-57.3% | $2,670-62.0% |
| Participant deferral / active EE | $3,089 | $3,024+2.1% | $3,985-22.5% | $4,125-25.1% |
| Admin fee / account holder | $186 | $5,474-96.6% | $6,852-97.3% | $5,651-96.7% |