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 6-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 | $4,121 | $127,264-96.8% | $109,895-96.3% | $167,490-97.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 49.03% | 22.97%+26.1pp | 29.45%+19.6pp | 478.56%-429.5pp |
| Employer contribution / active EE | $910 | $3,322-72.6% | $2,842-68.0% | $4,837-81.2% |
| Participant deferral / active EE | $1,194 | $4,514-73.5% | $4,048-70.5% | $6,341-81.2% |
| Admin fee / account holder | $80 | $7,114-98.9% | $6,066-98.7% | $12,309-99.4% |