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 | $5,725 | $81,632-93.0% | $70,449-91.9% | $158,922-96.4% |
| Participation rate | 57.1% | 77.7%-20.6pp | 75.1%-17.9pp | 82.0%-24.8pp |
| Annual return | 40.38% | 208.40%-168.0pp | 109.03%-68.7pp | 302.83%-262.4pp |
| Employer contribution / active EE | $530 | $3,217-83.5% | $2,737-80.6% | $4,761-88.9% |
| Participant deferral / active EE | $1,241 | $4,554-72.7% | $3,709-66.5% | $5,982-79.3% |
| Admin fee / account holder | $166 | $6,193-97.3% | $3,845-95.7% | $11,246-98.5% |