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 | $9,052 | $63,764-85.8% | $81,930-89.0% | $79,858-88.7% |
| Participation rate | 51.2% | 67.5%-16.3pp | 72.0%-20.8pp | 69.6%-18.4pp |
| Annual return | 58.09% | 22.66%+35.4pp | 29.49%+28.6pp | 31.71%+26.4pp |
| Employer contribution / active EE | $689 | $1,795-61.6% | $4,310-84.0% | $2,471-72.1% |
| Participant deferral / active EE | $1,445 | $2,780-48.0% | $7,107-79.7% | $3,740-61.4% |
| Admin fee / account holder | $0 | $4,426-100.0% | $5,158-100.0% | $5,306-100.0% |