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 | $16,638 | $154,117-89.2% | $129,995-87.2% | $139,434-88.1% |
| Participation rate | 52.9% | 82.0%-29.0pp | 78.5%-25.5pp | 80.3%-27.4pp |
| Annual return | 10.76% | 32.48%-21.7pp | -137.18%+147.9pp | 372.94%-362.2pp |
| Employer contribution / active EE | $1,285 | $5,289-75.7% | $4,320-70.3% | $4,751-73.0% |
| Participant deferral / active EE | $3,300 | $6,710-50.8% | $5,820-43.3% | $6,710-50.8% |
| Admin fee / account holder | $59 | $14,007-99.6% | $10,614-99.4% | $11,403-99.5% |