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 9-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 | $8,512 | $73,515-88.4% | $62,995-86.5% | $147,584-94.2% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.8%-19.3pp | 82.8%-27.3pp |
| Annual return | 33.67% | 175.43%-141.8pp | 87.57%-53.9pp | 578.55%-544.9pp |
| Employer contribution / active EE | $1,158 | $3,320-65.1% | $2,759-58.0% | $4,876-76.3% |
| Participant deferral / active EE | $1,702 | $4,185-59.3% | $3,329-48.9% | $5,439-68.7% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |