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 | $7,730 | $107,334-92.8% | $92,893-91.7% | $152,861-94.9% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.0%-21.5pp | 82.4%-27.9pp |
| Annual return | 66.98% | 145.58%-78.6pp | 109.41%-42.4pp | 345.32%-278.3pp |
| Employer contribution / active EE | $989 | $4,221-76.6% | $3,653-72.9% | $4,762-79.2% |
| Participant deferral / active EE | $1,708 | $4,845-64.8% | $4,236-59.7% | $5,850-70.8% |
| Admin fee / account holder | $136 | $7,079-98.1% | $5,794-97.6% | $11,596-98.8% |