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 | $11,314 | $95,971-88.2% | $74,550-84.8% | $135,375-91.6% |
| Participation rate | 55.6% | 75.7%-20.1pp | 69.1%-13.6pp | 82.6%-27.1pp |
| Annual return | 40.65% | 56.96%-16.3pp | 32.53%+8.1pp | 519.73%-479.1pp |
| Employer contribution / active EE | $1,105 | $2,716-59.3% | $1,961-43.7% | $4,779-76.9% |
| Participant deferral / active EE | $2,146 | $3,843-44.2% | $3,108-31.0% | $5,609-61.7% |
| Admin fee / account holder | $67 | $6,522-99.0% | $5,060-98.7% | $10,827-99.4% |