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 | $17,598 | $209,411-91.6% | $178,490-90.1% | $158,922-88.9% |
| Participation rate | 55.6% | 86.3%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 59.26% | 188.75%-129.5pp | 151.07%-91.8pp | 302.83%-243.6pp |
| Employer contribution / active EE | $1,344 | $5,706-76.5% | $5,011-73.2% | $4,761-71.8% |
| Participant deferral / active EE | $3,579 | $5,954-39.9% | $5,202-31.2% | $5,982-40.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |