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 9-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 | $13,023 | $123,793-89.5% | $177,821-92.7% | $79,858-83.7% |
| Participation rate | 8.6% | 84.7%-76.1pp | 87.7%-79.2pp | 69.6%-61.1pp |
| Annual return | 13.24% | 22.82%-9.6pp | 48.32%-35.1pp | 31.71%-18.5pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,427-100.0% | $5,306-100.0% |