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 4-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 | $10,720 | $93,571-88.5% | $135,903-92.1% | $75,163-85.7% |
| Participation rate | 51.4% | 75.2%-23.8pp | 81.9%-30.5pp | 67.2%-15.8pp |
| Annual return | 52.21% | 30.90%+21.3pp | 68.23%-16.0pp | 160.62%-108.4pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,785 | $6,404-40.9% | $7,758-51.2% | $4,125-8.3% |
| Admin fee / account holder | $6 | $6,975-99.9% | $10,762-99.9% | $5,651-99.9% |