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 | $19,968 | $149,734-86.7% | $118,925-83.2% | $158,922-87.4% |
| Participation rate | 30.8% | 82.1%-51.3pp | 75.4%-44.6pp | 82.0%-51.2pp |
| Annual return | 22.90% | 19.95%+3.0pp | 35.88%-13.0pp | 302.83%-279.9pp |
| Employer contribution / active EE | $0 | $4,115-100.0% | $3,263-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,935 | $5,223-62.9% | $4,265-54.6% | $5,982-67.6% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |