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 | $3,396 | $176,377-98.1% | $134,143-97.5% | $158,922-97.9% |
| Participation rate | 25.0% | 78.7%-53.7pp | 72.2%-47.2pp | 82.0%-57.0pp |
| Annual return | 36.22% | 63.63%-27.4pp | 36.33%-0.1pp | 302.83%-266.6pp |
| Employer contribution / active EE | $205 | $5,040-95.9% | $3,704-94.5% | $4,761-95.7% |
| Participant deferral / active EE | $727 | $4,091-82.2% | $3,499-79.2% | $5,982-87.8% |
| Admin fee / account holder | $261 | $8,718-97.0% | $6,684-96.1% | $11,246-97.7% |