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 6-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 | $9,629 | $112,096-91.4% | $95,952-90.0% | $158,922-93.9% |
| Participation rate | 40.0% | 79.0%-39.0pp | 77.1%-37.1pp | 82.0%-42.0pp |
| Annual return | 76.48% | 171.09%-94.6pp | 91.61%-15.1pp | 302.83%-226.3pp |
| Employer contribution / active EE | $830 | $3,198-74.0% | $2,541-67.3% | $4,761-82.6% |
| Participant deferral / active EE | $1,647 | $4,784-65.6% | $4,167-60.5% | $5,982-72.5% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |