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 | $11,047 | $99,020-88.8% | $86,590-87.2% | $147,584-92.5% |
| Participation rate | 56.5% | 76.3%-19.8pp | 73.5%-17.0pp | 82.8%-26.3pp |
| Annual return | 13.19% | 1312.34%-1299.1pp | 964.84%-951.6pp | 578.55%-565.4pp |
| Employer contribution / active EE | $491 | $3,132-84.3% | $2,839-82.7% | $4,876-89.9% |
| Participant deferral / active EE | $805 | $3,972-79.7% | $3,609-77.7% | $5,439-85.2% |
| Admin fee / account holder | $95 | $5,710-98.3% | $4,906-98.1% | $10,885-99.1% |