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 | $10,378 | $58,851-82.4% | $115,157-91.0% | $72,985-85.8% |
| Participation rate | 62.1% | 65.5%-3.5pp | 75.9%-13.8pp | 69.5%-7.4pp |
| Annual return | 234.82% | 23.16%+211.7pp | 35.60%+199.2pp | 81.00%+153.8pp |
| Employer contribution / active EE | $702 | $1,798-60.9% | $3,179-77.9% | $2,440-71.2% |
| Participant deferral / active EE | $1,848 | $2,643-30.1% | $4,168-55.7% | $3,607-48.8% |
| Admin fee / account holder | $0 | $6,370-100.0% | $7,088-100.0% | $5,124-100.0% |