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 | $5,946 | $107,334-94.5% | $92,893-93.6% | $152,861-96.1% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.4%-25.3pp |
| Annual return | 82.55% | 145.58%-63.0pp | 109.41%-26.9pp | 345.32%-262.8pp |
| Employer contribution / active EE | $1,276 | $4,221-69.8% | $3,653-65.1% | $4,762-73.2% |
| Participant deferral / active EE | $2,486 | $4,845-48.7% | $4,236-41.3% | $5,850-57.5% |
| Admin fee / account holder | $186 | $7,079-97.4% | $5,794-96.8% | $11,596-98.4% |