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 | $9,800 | $91,190-89.3% | $178,490-94.5% | $79,858-87.7% |
| Participation rate | 26.1% | 69.2%-43.1pp | 81.9%-55.8pp | 69.6%-43.5pp |
| Annual return | 79.97% | 24.19%+55.8pp | 151.07%-71.1pp | 31.71%+48.3pp |
| Employer contribution / active EE | $727 | $3,256-77.7% | $5,011-85.5% | $2,471-70.6% |
| Participant deferral / active EE | $1,864 | $3,236-42.4% | $5,202-64.2% | $3,740-50.2% |
| Admin fee / account holder | $26 | $6,751-99.6% | $13,984-99.8% | $5,306-99.5% |