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 | $20,131 | $59,417-66.1% | $93,606-78.5% | $74,495-73.0% |
| Participation rate | 32.7% | 59.7%-26.9pp | 68.7%-36.0pp | 67.2%-34.5pp |
| Annual return | 19.45% | 81.83%-62.4pp | 133.20%-113.7pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $391 | $1,264-69.0% | $2,420-83.8% | $2,623-85.1% |
| Participant deferral / active EE | $1,523 | $3,050-50.1% | $4,411-65.5% | $4,346-64.9% |
| Admin fee / account holder | $96 | $3,021-96.8% | $8,285-98.8% | $1,942-95.0% |