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 | $18,320 | $102,828-82.2% | $105,387-82.6% | $152,861-88.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 26.93% | 20.85%+6.1pp | 26.82%+0.1pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,462 | $4,473-67.3% | $4,213-65.3% | $4,762-69.3% |
| Participant deferral / active EE | $1,880 | $5,465-65.6% | $5,502-65.8% | $5,850-67.9% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |