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 | $17,118 | $112,881-84.8% | $90,951-81.2% | $158,922-89.2% |
| Participation rate | 62.5% | 74.7%-12.2pp | 69.0%-6.5pp | 82.0%-19.5pp |
| Annual return | 19.77% | 215.79%-196.0pp | 134.60%-114.8pp | 302.83%-283.1pp |
| Employer contribution / active EE | $1,600 | $2,893-44.7% | $2,122-24.6% | $4,761-66.4% |
| Participant deferral / active EE | $4,928 | $4,128+19.4% | $3,373+46.1% | $5,982-17.6% |
| Admin fee / account holder | $18 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |