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 | $5,017 | $65,365-92.3% | $92,893-94.6% | $72,985-93.1% |
| Participation rate | 53.3% | 68.3%-15.0pp | 76.0%-22.7pp | 69.5%-16.2pp |
| Annual return | 927.09% | 42.10%+885.0pp | 109.41%+817.7pp | 81.00%+846.1pp |
| Employer contribution / active EE | $1,003 | $2,594-61.3% | $3,653-72.5% | $2,440-58.9% |
| Participant deferral / active EE | $1,635 | $3,128-47.7% | $4,236-61.4% | $3,607-54.7% |
| Admin fee / account holder | $36 | $4,251-99.2% | $5,794-99.4% | $5,124-99.3% |