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 | $11,117 | $79,449-86.0% | $189,557-94.1% | $85,850-87.1% |
| Participation rate | 44.8% | 66.0%-21.2pp | 78.4%-33.6pp | 69.3%-24.5pp |
| Annual return | 15.29% | 18.45%-3.2pp | 64.17%-48.9pp | 318.53%-303.2pp |
| Employer contribution / active EE | $487 | $2,081-76.6% | $4,412-89.0% | $2,565-81.0% |
| Participant deferral / active EE | $1,780 | $4,051-56.1% | $6,174-71.2% | $3,952-54.9% |
| Admin fee / account holder | $0 | $5,377-100.0% | $9,807-100.0% | $6,260-100.0% |