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 | $10,675 | $176,377-93.9% | $134,143-92.0% | $158,922-93.3% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 80.41% | 63.63%+16.8pp | 36.33%+44.1pp | 302.83%-222.4pp |
| Employer contribution / active EE | $1,207 | $5,040-76.0% | $3,704-67.4% | $4,761-74.6% |
| Participant deferral / active EE | $4,370 | $4,091+6.8% | $3,499+24.9% | $5,982-26.9% |
| Admin fee / account holder | $194 | $8,718-97.8% | $6,684-97.1% | $11,246-98.3% |