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 | $15,925 | $148,534-89.3% | $135,903-88.3% | $139,434-88.6% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 24.00% | 79.19%-55.2pp | 68.23%-44.2pp | 372.94%-348.9pp |
| Employer contribution / active EE | $1,689 | $5,243-67.8% | $4,856-65.2% | $4,751-64.4% |
| Participant deferral / active EE | $4,782 | $8,100-41.0% | $7,758-38.4% | $6,710-28.7% |
| Admin fee / account holder | $119 | $12,400-99.0% | $10,762-98.9% | $11,403-99.0% |