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 | $6,745 | $106,890-93.7% | $84,015-92.0% | $152,861-95.6% |
| Participation rate | 42.9% | 75.2%-32.4pp | 69.0%-26.2pp | 82.4%-39.6pp |
| Annual return | 38.46% | 104.99%-66.5pp | 71.31%-32.8pp | 345.32%-306.9pp |
| Employer contribution / active EE | $902 | $2,734-67.0% | $1,983-54.5% | $4,762-81.1% |
| Participant deferral / active EE | $1,995 | $4,011-50.3% | $3,239-38.4% | $5,850-65.9% |
| Admin fee / account holder | $2 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |