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 10-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 | $11,087 | $98,240-88.7% | $82,313-86.5% | $147,584-92.5% |
| Participation rate | 44.4% | 79.7%-35.3pp | 76.9%-32.4pp | 82.8%-38.4pp |
| Annual return | 25.09% | 30.85%-5.8pp | 25.88%-0.8pp | 578.55%-553.5pp |
| Employer contribution / active EE | $873 | $3,192-72.7% | $2,428-64.1% | $4,876-82.1% |
| Participant deferral / active EE | $1,616 | $4,383-63.1% | $3,706-56.4% | $5,439-70.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |