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 9-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 | $11,943 | $107,334-88.9% | $92,893-87.1% | $152,861-92.2% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.0%-12.4pp | 82.4%-18.8pp |
| Annual return | 28.35% | 145.58%-117.2pp | 109.41%-81.1pp | 345.32%-317.0pp |
| Employer contribution / active EE | $1,142 | $4,221-73.0% | $3,653-68.7% | $4,762-76.0% |
| Participant deferral / active EE | $1,761 | $4,845-63.7% | $4,236-58.4% | $5,850-69.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |