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 | $4,933 | $152,509-96.8% | $117,472-95.8% | $134,475-96.3% |
| Participation rate | 40.0% | 77.1%-37.1pp | 70.6%-30.6pp | 81.2%-41.2pp |
| Annual return | -19.00% | 52.99%-72.0pp | 29.74%-48.7pp | 417.96%-437.0pp |
| Employer contribution / active EE | $625 | $5,571-88.8% | $4,176-85.0% | $4,740-86.8% |
| Participant deferral / active EE | $738 | $4,818-84.7% | $4,070-81.9% | $6,400-88.5% |
| Admin fee / account holder | $29 | $7,004-99.6% | $5,645-99.5% | $11,426-99.7% |