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 9-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 | $14,159 | $138,044-89.7% | $125,339-88.7% | $134,475-89.5% |
| Participation rate | 68.4% | 84.5%-16.1pp | 82.4%-13.9pp | 81.2%-12.8pp |
| Annual return | -18.08% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,560 | $5,243-51.2% | $4,814-46.8% | $4,740-46.0% |
| Participant deferral / active EE | $3,018 | $7,799-61.3% | $7,446-59.5% | $6,400-52.8% |
| Admin fee / account holder | $267 | $11,571-97.7% | $10,010-97.3% | $11,426-97.7% |