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 | $11,728 | $115,770-89.9% | $101,248-88.4% | $158,922-92.6% |
| Participation rate | 53.8% | 79.4%-25.5pp | 75.8%-22.0pp | 82.0%-28.1pp |
| Annual return | 38.21% | 56.14%-17.9pp | 46.47%-8.3pp | 302.83%-264.6pp |
| Employer contribution / active EE | $1,099 | $4,175-73.7% | $3,660-70.0% | $4,761-76.9% |
| Participant deferral / active EE | $2,225 | $4,957-55.1% | $4,370-49.1% | $5,982-62.8% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |