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 | $12,288 | $65,365-81.2% | $92,893-86.8% | $72,985-83.2% |
| Participation rate | 56.8% | 68.3%-11.6pp | 76.0%-19.2pp | 69.5%-12.7pp |
| Annual return | 30.47% | 42.10%-11.6pp | 109.41%-78.9pp | 81.00%-50.5pp |
| Employer contribution / active EE | $1,188 | $2,594-54.2% | $3,653-67.5% | $2,440-51.3% |
| Participant deferral / active EE | $2,477 | $3,128-20.8% | $4,236-41.5% | $3,607-31.3% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |