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 | $3,893 | $95,561-95.9% | $77,163-95.0% | $139,434-97.2% |
| Participation rate | 50.0% | 73.9%-23.9pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 292.04% | 54.92%+237.1pp | 37.87%+254.2pp | 372.94%-80.9pp |
| Employer contribution / active EE | $757 | $3,147-76.0% | $2,535-70.2% | $4,751-84.1% |
| Participant deferral / active EE | $969 | $4,624-79.1% | $3,833-74.7% | $6,710-85.6% |
| Admin fee / account holder | $64 | $8,295-99.2% | $5,472-98.8% | $11,403-99.4% |