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 | $7,586 | $131,829-94.2% | $108,579-93.0% | $273,961-97.2% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 2.32% | -91.57%+93.9pp | -51.70%+54.0pp | 41.45%-39.1pp |
| Employer contribution / active EE | $1,680 | $4,912-65.8% | $3,758-55.3% | $4,869-65.5% |
| Participant deferral / active EE | $2,093 | $5,127-59.2% | $4,311-51.5% | $5,287-60.4% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |