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 3-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 | $7,099 | $57,541-87.7% | $95,745-92.6% | $75,163-90.6% |
| Participation rate | 56.0% | 62.5%-6.5pp | 72.3%-16.3pp | 67.2%-11.2pp |
| Annual return | 87.15% | 34.93%+52.2pp | 28.35%+58.8pp | 160.62%-73.5pp |
| Employer contribution / active EE | $648 | $1,808-64.2% | $2,835-77.1% | $2,670-75.7% |
| Participant deferral / active EE | $2,615 | $3,074-14.9% | $4,245-38.4% | $4,125-36.6% |
| Admin fee / account holder | $29 | $4,099-99.3% | $5,678-99.5% | $5,651-99.5% |