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 | $6,427 | $121,625-94.7% | $104,607-93.9% | $158,922-96.0% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 76.61% | 465.26%-388.7pp | 340.46%-263.9pp | 302.83%-226.2pp |
| Employer contribution / active EE | $1,076 | $3,163-66.0% | $2,681-59.9% | $4,761-77.4% |
| Participant deferral / active EE | $2,068 | $4,177-50.5% | $3,740-44.7% | $5,982-65.4% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |