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 | $29,721 | $100,041-70.3% | $149,718-80.1% | $70,131-57.6% |
| Participation rate | 69.4% | 83.6%-14.1pp | 87.1%-17.6pp | 69.5%-0.1pp |
| Annual return | 22.17% | 27.43%-5.3pp | 1501.63%-1479.5pp | 73.14%-51.0pp |
| Employer contribution / active EE | $1,337 | $3,662-63.5% | $5,445-75.4% | $2,342-42.9% |
| Participant deferral / active EE | $5,160 | $4,983+3.6% | $6,569-21.4% | $3,332+54.9% |
| Admin fee / account holder | $142 | $8,286-98.3% | $11,283-98.7% | $4,645-96.9% |