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 | $14,349 | $183,963-92.2% | $162,163-91.2% | $152,861-90.6% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.6%-25.1pp | 82.4%-19.9pp |
| Annual return | 44.73% | 150.76%-106.0pp | 115.59%-70.9pp | 345.32%-300.6pp |
| Employer contribution / active EE | $3,031 | $6,371-52.4% | $5,614-46.0% | $4,762-36.3% |
| Participant deferral / active EE | $4,733 | $8,034-41.1% | $7,298-35.2% | $5,850-19.1% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |