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 8-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 | $9,461 | $107,334-91.2% | $92,893-89.8% | $152,861-93.8% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.4%-38.0pp |
| Annual return | 105.45% | 145.58%-40.1pp | 109.41%-4.0pp | 345.32%-239.9pp |
| Employer contribution / active EE | $1,132 | $4,221-73.2% | $3,653-69.0% | $4,762-76.2% |
| Participant deferral / active EE | $2,721 | $4,845-43.8% | $4,236-35.8% | $5,850-53.5% |
| Admin fee / account holder | $52 | $7,079-99.3% | $5,794-99.1% | $11,596-99.5% |