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 | $5,500 | $109,817-95.0% | $98,442-94.4% | $167,490-96.7% |
| Participation rate | 68.4% | 75.8%-7.4pp | 73.3%-4.9pp | 82.1%-13.7pp |
| Annual return | 14.93% | 1956.69%-1941.8pp | 1492.73%-1477.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $338 | $3,224-89.5% | $2,960-88.6% | $4,837-93.0% |
| Participant deferral / active EE | $971 | $4,673-79.2% | $4,276-77.3% | $6,341-84.7% |
| Admin fee / account holder | $40 | $6,753-99.4% | $5,949-99.3% | $12,309-99.7% |