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 7-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 | $5,886 | $81,632-92.8% | $70,449-91.6% | $158,922-96.3% |
| Participation rate | 64.3% | 77.7%-13.4pp | 75.1%-10.8pp | 82.0%-17.7pp |
| Annual return | 33.27% | 208.40%-175.1pp | 109.03%-75.8pp | 302.83%-269.6pp |
| Employer contribution / active EE | $622 | $3,217-80.7% | $2,737-77.3% | $4,761-86.9% |
| Participant deferral / active EE | $1,617 | $4,554-64.5% | $3,709-56.4% | $5,982-73.0% |
| Admin fee / account holder | $90 | $6,193-98.6% | $3,845-97.7% | $11,246-99.2% |