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 8-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 | $8,733 | $57,281-84.8% | $86,612-89.9% | $75,163-88.4% |
| Participation rate | 46.9% | 63.2%-16.3pp | 71.7%-24.8pp | 67.2%-20.3pp |
| Annual return | 19.23% | 2670.75%-2651.5pp | 591.07%-571.8pp | 160.62%-141.4pp |
| Employer contribution / active EE | $544 | $2,314-76.5% | $3,022-82.0% | $2,670-79.6% |
| Participant deferral / active EE | $922 | $3,318-72.2% | $4,438-79.2% | $4,125-77.6% |
| Admin fee / account holder | $82 | $4,112-98.0% | $5,614-98.5% | $5,651-98.6% |