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 8-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 | $7,093 | $58,851-87.9% | $115,157-93.8% | $72,985-90.3% |
| Participation rate | 45.7% | 65.5%-19.8pp | 75.9%-30.2pp | 69.5%-23.8pp |
| Annual return | 85.70% | 23.16%+62.5pp | 35.60%+50.1pp | 81.00%+4.7pp |
| Employer contribution / active EE | $1,080 | $1,798-39.9% | $3,179-66.0% | $2,440-55.7% |
| Participant deferral / active EE | $1,900 | $2,643-28.1% | $4,168-54.4% | $3,607-47.3% |
| Admin fee / account holder | $120 | $6,370-98.1% | $7,088-98.3% | $5,124-97.7% |