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 | $936 | $48,750-98.1% | $88,946-98.9% | $74,304-98.7% |
| Participation rate | 3.4% | 44.5%-41.0pp | 68.8%-65.4pp | 60.3%-56.9pp |
| Annual return | 17.30% | 25.91%-8.6pp | 57.82%-40.5pp | 29.43%-12.1pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $2,423-100.0% | $4,581-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,756-100.0% | $8,261-100.0% | $2,969-100.0% |