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 6-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 | $10,497 | $107,334-90.2% | $92,893-88.7% | $152,861-93.1% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 30.33% | 145.58%-115.3pp | 109.41%-79.1pp | 345.32%-315.0pp |
| Employer contribution / active EE | $1,710 | $4,221-59.5% | $3,653-53.2% | $4,762-64.1% |
| Participant deferral / active EE | $2,582 | $4,845-46.7% | $4,236-39.1% | $5,850-55.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |