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 | $9,537 | $202,432-95.3% | $169,368-94.4% | $139,434-93.2% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 36.83% | 531.74%-494.9pp | 405.60%-368.8pp | 372.94%-336.1pp |
| Employer contribution / active EE | $1,121 | $4,692-76.1% | $4,013-72.1% | $4,751-76.4% |
| Participant deferral / active EE | $1,681 | $6,938-75.8% | $6,221-73.0% | $6,710-75.0% |
| Admin fee / account holder | $9 | $10,708-99.9% | $9,003-99.9% | $11,403-99.9% |