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 8-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 | $8,682 | $109,327-92.1% | $89,391-90.3% | $158,922-94.5% |
| Participation rate | 43.8% | 74.3%-30.5pp | 68.0%-24.2pp | 82.0%-38.2pp |
| Annual return | 45.28% | 345.68%-300.4pp | 245.62%-200.3pp | 302.83%-257.6pp |
| Employer contribution / active EE | $411 | $3,170-87.0% | $2,586-84.1% | $4,761-91.4% |
| Participant deferral / active EE | $930 | $4,598-79.8% | $3,890-76.1% | $5,982-84.5% |
| Admin fee / account holder | $132 | $6,153-97.8% | $4,881-97.3% | $11,246-98.8% |