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 | $4,033 | $91,190-95.6% | $178,490-97.7% | $79,858-95.0% |
| Participation rate | 48.4% | 69.2%-20.8pp | 81.9%-33.5pp | 69.6%-21.2pp |
| Annual return | 27.12% | 24.19%+2.9pp | 151.07%-123.9pp | 31.71%-4.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,101 | $3,236-66.0% | $5,202-78.8% | $3,740-70.6% |
| Admin fee / account holder | $124 | $6,751-98.2% | $13,984-99.1% | $5,306-97.7% |