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 | $12,040 | $99,652-87.9% | $78,778-84.7% | $147,584-91.8% |
| Participation rate | 42.9% | 76.2%-33.4pp | 69.2%-26.3pp | 82.8%-40.0pp |
| Annual return | 27.10% | 47.28%-20.2pp | 35.62%-8.5pp | 578.55%-551.4pp |
| Employer contribution / active EE | $911 | $2,796-67.4% | $1,986-54.1% | $4,876-81.3% |
| Participant deferral / active EE | $1,060 | $3,664-71.1% | $2,958-64.2% | $5,439-80.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |