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 7-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 | $6,148 | $99,652-93.8% | $78,778-92.2% | $147,584-95.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 67.18% | 47.28%+19.9pp | 35.62%+31.6pp | 578.55%-511.4pp |
| Employer contribution / active EE | $1,457 | $2,796-47.9% | $1,986-26.6% | $4,876-70.1% |
| Participant deferral / active EE | $2,892 | $3,664-21.1% | $2,958-2.3% | $5,439-46.8% |
| Admin fee / account holder | $40 | $7,155-99.4% | $5,134-99.2% | $10,885-99.6% |