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 | $8,934 | $157,256-94.3% | $141,162-93.7% | $152,861-94.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 93.15% | 64.32%+28.8pp | 71.39%+21.8pp | 345.32%-252.2pp |
| Employer contribution / active EE | $1,244 | $5,261-76.4% | $4,735-73.7% | $4,762-73.9% |
| Participant deferral / active EE | $2,833 | $7,109-60.2% | $6,709-57.8% | $5,850-51.6% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |