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 | $7,420 | $150,187-95.1% | $120,354-93.8% | $145,922-94.9% |
| Participation rate | 62.5% | 78.8%-16.3pp | 71.9%-9.4pp | 80.3%-17.8pp |
| Annual return | 15.02% | 154.07%-139.0pp | 107.15%-92.1pp | 561.29%-546.3pp |
| Employer contribution / active EE | $880 | $4,348-79.8% | $3,463-74.6% | $4,660-81.1% |
| Participant deferral / active EE | $1,473 | $6,173-76.1% | $4,991-70.5% | $6,688-78.0% |
| Admin fee / account holder | $53 | $12,207-99.6% | $9,423-99.4% | $13,397-99.6% |