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 4-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 | $12,339 | $185,822-93.4% | $169,993-92.7% | $139,434-91.2% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 58.05% | 60.50%-2.5pp | 53.37%+4.7pp | 372.94%-314.9pp |
| Employer contribution / active EE | $1,585 | $7,590-79.1% | $6,785-76.6% | $4,751-66.6% |
| Participant deferral / active EE | $3,127 | $11,622-73.1% | $10,408-70.0% | $6,710-53.4% |
| Admin fee / account holder | $67 | $15,381-99.6% | $12,815-99.5% | $11,403-99.4% |