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 | $5,832 | $108,172-94.6% | $77,482-92.5% | $158,922-96.3% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 27.02% | 31.67%-4.7pp | 54.79%-27.8pp | 302.83%-275.8pp |
| Employer contribution / active EE | $388 | $1,325-70.7% | $986-60.7% | $4,761-91.8% |
| Participant deferral / active EE | $509 | $2,456-79.3% | $1,861-72.6% | $5,982-91.5% |
| Admin fee / account holder | $118 | $3,708-96.8% | $2,858-95.9% | $11,246-99.0% |