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 | $16,334 | $115,770-85.9% | $101,248-83.9% | $158,922-89.7% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 38.12% | 56.14%-18.0pp | 46.47%-8.4pp | 302.83%-264.7pp |
| Employer contribution / active EE | $851 | $4,175-79.6% | $3,660-76.8% | $4,761-82.1% |
| Participant deferral / active EE | $3,717 | $4,957-25.0% | $4,370-14.9% | $5,982-37.9% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |