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 | $11,027 | $129,217-91.5% | $93,406-88.2% | $158,922-93.1% |
| Participation rate | 66.7% | 71.0%-4.3pp | 66.8%-0.1pp | 82.0%-15.3pp |
| Annual return | 28.30% | 118.21%-89.9pp | 78.05%-49.7pp | 302.83%-274.5pp |
| Employer contribution / active EE | $1,700 | $2,711-37.3% | $2,075-18.1% | $4,761-64.3% |
| Participant deferral / active EE | $2,142 | $3,909-45.2% | $3,126-31.5% | $5,982-64.2% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,246-100.0% |