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 | $5,338 | $65,041-91.8% | $90,951-94.1% | $79,858-93.3% |
| Participation rate | 52.9% | 61.6%-8.7pp | 69.0%-16.1pp | 69.6%-16.7pp |
| Annual return | 119.61% | 30.45%+89.2pp | 134.60%-15.0pp | 31.71%+87.9pp |
| Employer contribution / active EE | $516 | $1,247-58.7% | $2,122-75.7% | $2,471-79.1% |
| Participant deferral / active EE | $1,752 | $2,512-30.3% | $3,373-48.1% | $3,740-53.2% |
| Admin fee / account holder | $155 | $4,536-96.6% | $5,959-97.4% | $5,306-97.1% |