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 7-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 | $14,412 | $115,770-87.6% | $101,248-85.8% | $158,922-90.9% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 28.84% | 56.14%-27.3pp | 46.47%-17.6pp | 302.83%-274.0pp |
| Employer contribution / active EE | $999 | $4,175-76.1% | $3,660-72.7% | $4,761-79.0% |
| Participant deferral / active EE | $2,895 | $4,957-41.6% | $4,370-33.8% | $5,982-51.6% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |