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 | $11,732 | $97,044-87.9% | $83,333-85.9% | $135,375-91.3% |
| Participation rate | 42.1% | 80.4%-38.3pp | 77.8%-35.7pp | 82.6%-40.5pp |
| Annual return | 31.25% | 12.31%+18.9pp | 10.63%+20.6pp | 519.73%-488.5pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,946 | $5,964-0.3% | $5,565+6.9% | $5,609+6.0% |
| Admin fee / account holder | $29 | $8,380-99.6% | $7,510-99.6% | $10,827-99.7% |