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 | $14,291 | $70,428-79.7% | $96,562-85.2% | $85,850-83.4% |
| Participation rate | 38.5% | 61.8%-23.3pp | 69.8%-31.4pp | 69.3%-30.9pp |
| Annual return | 20.51% | 18.59%+1.9pp | 37.78%-17.3pp | 318.53%-298.0pp |
| Employer contribution / active EE | $654 | $1,413-53.7% | $2,356-72.2% | $2,565-74.5% |
| Participant deferral / active EE | $2,294 | $2,894-20.7% | $3,849-40.4% | $3,952-42.0% |
| Admin fee / account holder | $0 | $4,997-100.0% | $6,181-100.0% | $6,260-100.0% |