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 9-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 | $8,282 | $100,852-91.8% | $90,404-90.8% | $158,922-94.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 35.07% | 1724.20%-1689.1pp | 1293.02%-1258.0pp | 302.83%-267.8pp |
| Employer contribution / active EE | $687 | $3,689-81.4% | $3,262-78.9% | $4,761-85.6% |
| Participant deferral / active EE | $822 | $4,348-81.1% | $3,963-79.3% | $5,982-86.3% |
| Admin fee / account holder | $13 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |