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 | $12,880 | $115,770-88.9% | $101,248-87.3% | $158,922-91.9% |
| Participation rate | 41.7% | 79.4%-37.7pp | 75.8%-34.1pp | 82.0%-40.3pp |
| Annual return | 55.73% | 56.14%-0.4pp | 46.47%+9.3pp | 302.83%-247.1pp |
| Employer contribution / active EE | $1,446 | $4,175-65.4% | $3,660-60.5% | $4,761-69.6% |
| Participant deferral / active EE | $4,409 | $4,957-11.1% | $4,370+0.9% | $5,982-26.3% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |