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 | $17,541 | $91,538-80.8% | $129,995-86.5% | $75,163-76.7% |
| Participation rate | 44.4% | 71.4%-27.0pp | 78.5%-34.0pp | 67.2%-22.7pp |
| Annual return | 29.88% | -631.11%+661.0pp | -137.18%+167.1pp | 160.62%-130.7pp |
| Employer contribution / active EE | $1,393 | $2,845-51.0% | $4,320-67.8% | $2,670-47.8% |
| Participant deferral / active EE | $2,949 | $4,341-32.1% | $5,820-49.3% | $4,125-28.5% |
| Admin fee / account holder | $30 | $6,790-99.6% | $10,614-99.7% | $5,651-99.5% |