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 5-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 | $16,332 | $154,117-89.4% | $129,995-87.4% | $139,434-88.3% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 10.56% | 32.48%-21.9pp | -137.18%+147.7pp | 372.94%-362.4pp |
| Employer contribution / active EE | $1,671 | $5,289-68.4% | $4,320-61.3% | $4,751-64.8% |
| Participant deferral / active EE | $4,499 | $6,710-32.9% | $5,820-22.7% | $6,710-32.9% |
| Admin fee / account holder | $14 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |