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 6-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 | $16,413 | $124,319-86.8% | $111,297-85.3% | $167,490-90.2% |
| Participation rate | 40.0% | 79.6%-39.6pp | 77.3%-37.3pp | 82.1%-42.1pp |
| Annual return | 32.15% | 37.44%-5.3pp | 54.65%-22.5pp | 478.56%-446.4pp |
| Employer contribution / active EE | $721 | $3,435-79.0% | $2,731-73.6% | $4,837-85.1% |
| Participant deferral / active EE | $4,081 | $5,180-21.2% | $4,487-9.1% | $6,341-35.6% |
| Admin fee / account holder | $122 | $10,618-98.9% | $7,964-98.5% | $12,309-99.0% |