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 | $3,774 | $85,202-95.6% | $172,739-97.8% | $72,985-94.8% |
| Participation rate | 67.4% | 70.1%-2.7pp | 82.6%-15.3pp | 69.5%-2.1pp |
| Annual return | 39.36% | 27.32%+12.0pp | 802.84%-763.5pp | 81.00%-41.6pp |
| Employer contribution / active EE | $1,289 | $3,324-61.2% | $5,143-74.9% | $2,440-47.2% |
| Participant deferral / active EE | $1,306 | $3,260-60.0% | $5,198-74.9% | $3,607-63.8% |
| Admin fee / account holder | $280 | $5,884-95.2% | $13,954-98.0% | $5,124-94.5% |