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 8-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 | $11,218 | $202,318-94.5% | $172,739-93.5% | $152,861-92.7% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 43.49% | 1029.65%-986.2pp | 802.84%-759.4pp | 345.32%-301.8pp |
| Employer contribution / active EE | $1,602 | $5,856-72.6% | $5,143-68.9% | $4,762-66.4% |
| Participant deferral / active EE | $2,682 | $5,948-54.9% | $5,198-48.4% | $5,850-54.2% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |