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 6-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 | $12,924 | $138,044-90.6% | $125,339-89.7% | $134,475-90.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -15.84% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,928 | $5,243-63.2% | $4,814-59.9% | $4,740-59.3% |
| Participant deferral / active EE | $2,954 | $7,799-62.1% | $7,446-60.3% | $6,400-53.8% |
| Admin fee / account holder | $58 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |