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 4-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 | $9,052 | $110,257-91.8% | $96,544-90.6% | $139,434-93.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 38.60% | 26.32%+12.3pp | 25.84%+12.8pp | 372.94%-334.3pp |
| Employer contribution / active EE | $1,216 | $3,620-66.4% | $2,965-59.0% | $4,751-74.4% |
| Participant deferral / active EE | $2,685 | $5,548-51.6% | $4,851-44.7% | $6,710-60.0% |
| Admin fee / account holder | $28 | $11,591-99.8% | $8,252-99.7% | $11,403-99.8% |