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 6-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 | $9,076 | $115,770-92.2% | $101,248-91.0% | $158,922-94.3% |
| Participation rate | 43.5% | 79.4%-35.9pp | 75.8%-32.3pp | 82.0%-38.5pp |
| Annual return | 381.95% | 56.14%+325.8pp | 46.47%+335.5pp | 302.83%+79.1pp |
| Employer contribution / active EE | $1,073 | $4,175-74.3% | $3,660-70.7% | $4,761-77.5% |
| Participant deferral / active EE | $2,132 | $4,957-57.0% | $4,370-51.2% | $5,982-64.4% |
| Admin fee / account holder | $2 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |