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 3-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 | $7,931 | $106,515-92.6% | $96,683-91.8% | $139,434-94.3% |
| Participation rate | 36.8% | 77.8%-41.0pp | 74.3%-37.5pp | 80.3%-43.5pp |
| Annual return | 48.71% | 38.43%+10.3pp | 35.69%+13.0pp | 372.94%-324.2pp |
| Employer contribution / active EE | $1,348 | $4,103-67.1% | $3,737-63.9% | $4,751-71.6% |
| Participant deferral / active EE | $2,663 | $5,454-51.2% | $4,878-45.4% | $6,710-60.3% |
| Admin fee / account holder | $131 | $7,877-98.3% | $6,730-98.1% | $11,403-98.8% |