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 | $13,413 | $142,344-90.6% | $119,609-88.8% | $134,475-90.0% |
| Participation rate | 58.3% | 82.8%-24.5pp | 79.3%-20.9pp | 81.2%-22.9pp |
| Annual return | -18.36% | -12.44%-5.9pp | -14.97%-3.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,157 | $5,222-77.8% | $4,232-72.7% | $4,740-75.6% |
| Participant deferral / active EE | $3,292 | $6,469-49.1% | $5,602-41.2% | $6,400-48.6% |
| Admin fee / account holder | $216 | $13,584-98.4% | $10,323-97.9% | $11,426-98.1% |