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 | $12,062 | $107,334-88.8% | $92,893-87.0% | $152,861-92.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 66.39% | 145.58%-79.2pp | 109.41%-43.0pp | 345.32%-278.9pp |
| Employer contribution / active EE | $2,087 | $4,221-50.5% | $3,653-42.9% | $4,762-56.2% |
| Participant deferral / active EE | $5,181 | $4,845+6.9% | $4,236+22.3% | $5,850-11.4% |
| Admin fee / account holder | $24 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |