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 7-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 | $13,816 | $115,770-88.1% | $101,248-86.4% | $158,922-91.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 126.94% | 56.14%+70.8pp | 46.47%+80.5pp | 302.83%-175.9pp |
| Employer contribution / active EE | $2,088 | $4,175-50.0% | $3,660-42.9% | $4,761-56.1% |
| Participant deferral / active EE | $3,061 | $4,957-38.3% | $4,370-30.0% | $5,982-48.8% |
| Admin fee / account holder | $64 | $7,245-99.1% | $5,945-98.9% | $11,246-99.4% |