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 | $7,176 | $77,419-90.7% | $69,455-89.7% | $152,861-95.3% |
| Participation rate | 43.8% | 78.1%-34.4pp | 74.6%-30.9pp | 82.4%-38.7pp |
| Annual return | 47.89% | 39.06%+8.8pp | 28.97%+18.9pp | 345.32%-297.4pp |
| Employer contribution / active EE | $763 | $3,315-77.0% | $2,779-72.6% | $4,762-84.0% |
| Participant deferral / active EE | $1,594 | $4,414-63.9% | $3,535-54.9% | $5,850-72.7% |
| Admin fee / account holder | $50 | $6,207-99.2% | $3,839-98.7% | $11,596-99.6% |