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 | $13,827 | $91,190-84.8% | $178,490-92.3% | $79,858-82.7% |
| Participation rate | 24.3% | 69.2%-44.9pp | 81.9%-57.6pp | 69.6%-45.3pp |
| Annual return | 30.33% | 24.19%+6.1pp | 151.07%-120.7pp | 31.71%-1.4pp |
| Employer contribution / active EE | $537 | $3,256-83.5% | $5,011-89.3% | $2,471-78.3% |
| Participant deferral / active EE | $1,335 | $3,236-58.8% | $5,202-74.3% | $3,740-64.3% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |