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 7-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 | $14,375 | $65,365-78.0% | $92,893-84.5% | $72,985-80.3% |
| Participation rate | 51.4% | 68.3%-16.9pp | 76.0%-24.6pp | 69.5%-18.1pp |
| Annual return | 40.00% | 42.10%-2.1pp | 109.41%-69.4pp | 81.00%-41.0pp |
| Employer contribution / active EE | $1,122 | $2,594-56.8% | $3,653-69.3% | $2,440-54.0% |
| Participant deferral / active EE | $3,115 | $3,128-0.4% | $4,236-26.5% | $3,607-13.7% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |