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 5-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 | $6,975 | $156,846-95.6% | $121,098-94.2% | $139,434-95.0% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 9.06% | 1474.56%-1465.5pp | 985.75%-976.7pp | 372.94%-363.9pp |
| Employer contribution / active EE | $665 | $5,536-88.0% | $4,164-84.0% | $4,751-86.0% |
| Participant deferral / active EE | $1,546 | $4,844-68.1% | $4,080-62.1% | $6,710-77.0% |
| Admin fee / account holder | $220 | $6,946-96.8% | $5,644-96.1% | $11,403-98.1% |