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 | $5,246 | $65,561-92.0% | $86,188-93.9% | $75,163-93.0% |
| Participation rate | 50.0% | 60.5%-10.5pp | 69.0%-19.0pp | 67.2%-17.2pp |
| Annual return | 30.86% | 46.05%-15.2pp | 1168.45%-1137.6pp | 160.62%-129.8pp |
| Employer contribution / active EE | $1,062 | $1,553-31.6% | $2,380-55.4% | $2,670-60.2% |
| Participant deferral / active EE | $1,203 | $3,024-60.2% | $3,985-69.8% | $4,125-70.8% |
| Admin fee / account holder | $190 | $5,474-96.5% | $6,852-97.2% | $5,651-96.6% |