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 10-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 | $7,558 | $99,020-92.4% | $86,590-91.3% | $147,584-94.9% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 22.24% | 1312.34%-1290.1pp | 964.84%-942.6pp | 578.55%-556.3pp |
| Employer contribution / active EE | $1,003 | $3,132-68.0% | $2,839-64.7% | $4,876-79.4% |
| Participant deferral / active EE | $2,136 | $3,972-46.2% | $3,609-40.8% | $5,439-60.7% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |