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 | $3,869 | $109,817-96.5% | $98,442-96.1% | $167,490-97.7% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 20.44% | 1956.69%-1936.3pp | 1492.73%-1472.3pp | 478.56%-458.1pp |
| Employer contribution / active EE | $511 | $3,224-84.1% | $2,960-82.7% | $4,837-89.4% |
| Participant deferral / active EE | $2,550 | $4,673-45.4% | $4,276-40.4% | $6,341-59.8% |
| Admin fee / account holder | $110 | $6,753-98.4% | $5,949-98.2% | $12,309-99.1% |