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 | $4,604 | $95,561-95.2% | $77,163-94.0% | $139,434-96.7% |
| Participation rate | 50.0% | 73.9%-23.9pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 33.55% | 54.92%-21.4pp | 37.87%-4.3pp | 372.94%-339.4pp |
| Employer contribution / active EE | $816 | $3,147-74.1% | $2,535-67.8% | $4,751-82.8% |
| Participant deferral / active EE | $1,569 | $4,624-66.1% | $3,833-59.1% | $6,710-76.6% |
| Admin fee / account holder | $13 | $8,295-99.8% | $5,472-99.8% | $11,403-99.9% |