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 | $11,847 | $77,976-84.8% | $81,367-85.4% | $125,391-90.6% |
| Participation rate | 65.0% | 83.3%-18.3pp | 82.3%-17.3pp | 83.2%-18.2pp |
| Annual return | 292.12% | -2.85%+295.0pp | -0.92%+293.0pp | 282.22%+9.9pp |
| Employer contribution / active EE | $1,239 | $4,366-71.6% | $3,930-68.5% | $4,866-74.5% |
| Participant deferral / active EE | $1,840 | $5,646-67.4% | $5,383-65.8% | $5,352-65.6% |
| Admin fee / account holder | $0 | $12,476-100.0% | $8,926-100.0% | $9,540-100.0% |