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 | $12,595 | $83,902-85.0% | $167,512-92.5% | $84,808-85.1% |
| Participation rate | 41.9% | 66.5%-24.5pp | 77.1%-35.1pp | 68.3%-26.4pp |
| Annual return | 20.99% | 91.55%-70.6pp | 1615.79%-1594.8pp | 40.90%-19.9pp |
| Employer contribution / active EE | $867 | $2,264-61.7% | $3,882-77.7% | $2,631-67.0% |
| Participant deferral / active EE | $1,506 | $4,442-66.1% | $6,405-76.5% | $4,212-64.2% |
| Admin fee / account holder | $232 | $7,915-97.1% | $9,769-97.6% | $7,344-96.8% |