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 | $7,431 | $102,966-92.8% | $90,281-91.8% | $152,861-95.1% |
| Participation rate | 37.5% | 75.9%-38.4pp | 73.3%-35.8pp | 82.4%-44.9pp |
| Annual return | 39.05% | 95.16%-56.1pp | 78.10%-39.0pp | 345.32%-306.3pp |
| Employer contribution / active EE | $751 | $3,139-76.1% | $2,854-73.7% | $4,762-84.2% |
| Participant deferral / active EE | $1,714 | $4,281-60.0% | $3,885-55.9% | $5,850-70.7% |
| Admin fee / account holder | $54 | $6,171-99.1% | $5,351-99.0% | $11,596-99.5% |