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 7-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 | $10,747 | $109,327-90.2% | $89,391-88.0% | $158,922-93.2% |
| Participation rate | 56.3% | 74.3%-18.0pp | 68.0%-11.7pp | 82.0%-25.7pp |
| Annual return | 33.71% | 345.68%-312.0pp | 245.62%-211.9pp | 302.83%-269.1pp |
| Employer contribution / active EE | $1,941 | $3,170-38.8% | $2,586-24.9% | $4,761-59.2% |
| Participant deferral / active EE | $2,404 | $4,598-47.7% | $3,890-38.2% | $5,982-59.8% |
| Admin fee / account holder | $40 | $6,153-99.4% | $4,881-99.2% | $11,246-99.6% |