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 | $12,235 | $58,927-79.2% | $76,817-84.1% | $72,985-83.2% |
| Participation rate | 41.4% | 67.3%-25.9pp | 72.1%-30.7pp | 69.5%-28.1pp |
| Annual return | 21.99% | 2305.64%-2283.7pp | 1166.11%-1144.1pp | 81.00%-59.0pp |
| Employer contribution / active EE | $872 | $1,787-51.2% | $2,302-62.1% | $2,440-64.3% |
| Participant deferral / active EE | $1,240 | $2,690-53.9% | $3,336-62.8% | $3,607-65.6% |
| Admin fee / account holder | $138 | $4,013-96.6% | $6,420-97.8% | $5,124-97.3% |