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 6-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 | $8,442 | $99,652-91.5% | $78,778-89.3% | $147,584-94.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 37.51% | 47.28%-9.8pp | 35.62%+1.9pp | 578.55%-541.0pp |
| Employer contribution / active EE | $1,043 | $2,796-62.7% | $1,986-47.5% | $4,876-78.6% |
| Participant deferral / active EE | $1,824 | $3,664-50.2% | $2,958-38.3% | $5,439-66.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |