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 | $4,912 | $116,175-95.8% | $93,606-94.8% | $152,861-96.8% |
| Participation rate | 62.5% | 78.0%-15.5pp | 75.8%-13.3pp | 82.4%-19.9pp |
| Annual return | 16.15% | 35.96%-19.8pp | 32.76%-16.6pp | 345.32%-329.2pp |
| Employer contribution / active EE | $778 | $3,218-75.8% | $2,718-71.4% | $4,762-83.7% |
| Participant deferral / active EE | $1,311 | $4,603-71.5% | $4,069-67.8% | $5,850-77.6% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |