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 | $13,291 | $157,256-91.5% | $141,162-90.6% | $152,861-91.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 24.66% | 64.32%-39.7pp | 71.39%-46.7pp | 345.32%-320.7pp |
| Employer contribution / active EE | $2,247 | $5,261-57.3% | $4,735-52.5% | $4,762-52.8% |
| Participant deferral / active EE | $2,587 | $7,109-63.6% | $6,709-61.4% | $5,850-55.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |