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 | $15,498 | $107,334-85.6% | $92,893-83.3% | $152,861-89.9% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.4%-42.4pp |
| Annual return | 38.72% | 145.58%-106.9pp | 109.41%-70.7pp | 345.32%-306.6pp |
| Employer contribution / active EE | $1,464 | $4,221-65.3% | $3,653-59.9% | $4,762-69.3% |
| Participant deferral / active EE | $4,564 | $4,845-5.8% | $4,236+7.7% | $5,850-22.0% |
| Admin fee / account holder | $108 | $7,079-98.5% | $5,794-98.1% | $11,596-99.1% |