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 4-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 | $794 | $76,738-99.0% | $56,411-98.6% | $145,922-99.5% |
| Participation rate | 54.5% | 63.2%-8.7pp | 52.5%+2.1pp | 80.3%-25.7pp |
| Annual return | 7.82% | 2994.23%-2986.4pp | 1701.33%-1693.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $366 | $1,380-73.5% | $1,039-64.8% | $4,660-92.2% |
| Participant deferral / active EE | $562 | $2,623-78.6% | $1,952-71.2% | $6,688-91.6% |
| Admin fee / account holder | $112 | $3,334-96.6% | $2,829-96.0% | $13,397-99.2% |