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 5-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 | $19,940 | $176,056-88.7% | $159,436-87.5% | $167,490-88.1% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $5,944 | $5,297+12.2% | $4,829+23.1% | $4,837+22.9% |
| Participant deferral / active EE | $5,944 | $7,750-23.3% | $7,352-19.1% | $6,341-6.3% |
| Admin fee / account holder | $158 | $12,554-98.7% | $10,799-98.5% | $12,309-98.7% |