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 | $9,356 | $72,277-87.1% | $101,248-90.8% | $79,858-88.3% |
| Participation rate | 34.2% | 68.5%-34.2pp | 75.8%-41.6pp | 69.6%-35.4pp |
| Annual return | 95.33% | 22.30%+73.0pp | 46.47%+48.9pp | 31.71%+63.6pp |
| Employer contribution / active EE | $1,588 | $2,692-41.0% | $3,660-56.6% | $2,471-35.7% |
| Participant deferral / active EE | $1,881 | $3,282-42.7% | $4,370-56.9% | $3,740-49.7% |
| Admin fee / account holder | $20 | $4,400-99.6% | $5,945-99.7% | $5,306-99.6% |