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 | $14,756 | $148,534-90.1% | $135,903-89.1% | $139,434-89.4% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 43.23% | 79.19%-36.0pp | 68.23%-25.0pp | 372.94%-329.7pp |
| Employer contribution / active EE | $1,932 | $5,243-63.1% | $4,856-60.2% | $4,751-59.3% |
| Participant deferral / active EE | $6,092 | $8,100-24.8% | $7,758-21.5% | $6,710-9.2% |
| Admin fee / account holder | $132 | $12,400-98.9% | $10,762-98.8% | $11,403-98.8% |