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 | $7,475 | $57,065-86.9% | $75,670-90.1% | $70,131-89.3% |
| Participation rate | 41.9% | 68.1%-26.2pp | 72.3%-30.4pp | 69.5%-27.6pp |
| Annual return | 103.42% | 23.57%+79.9pp | 27.34%+76.1pp | 73.14%+30.3pp |
| Employer contribution / active EE | $546 | $1,817-70.0% | $2,352-76.8% | $2,342-76.7% |
| Participant deferral / active EE | $1,299 | $2,580-49.6% | $3,142-58.7% | $3,332-61.0% |
| Admin fee / account holder | $0 | $3,825-100.0% | $5,800-100.0% | $4,645-100.0% |