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 | $11,743 | $226,064-94.8% | $182,532-93.6% | $152,861-92.3% |
| Participation rate | 63.2% | 82.5%-19.3pp | 78.0%-14.8pp | 82.4%-19.3pp |
| Annual return | 56.50% | 192.51%-136.0pp | 148.54%-92.0pp | 345.32%-288.8pp |
| Employer contribution / active EE | $1,483 | $4,978-70.2% | $4,076-63.6% | $4,762-68.9% |
| Participant deferral / active EE | $3,805 | $6,368-40.2% | $5,524-31.1% | $5,850-35.0% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |