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 | $19,431 | $197,591-90.2% | $177,821-89.1% | $158,922-87.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,554 | $6,697-61.9% | $5,918-56.8% | $4,761-46.4% |
| Participant deferral / active EE | $8,306 | $8,405-1.2% | $7,714+7.7% | $5,982+38.8% |
| Admin fee / account holder | $21 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |