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 | $4,720 | $99,020-95.2% | $86,590-94.5% | $147,584-96.8% |
| Participation rate | 63.6% | 76.3%-12.7pp | 73.5%-9.9pp | 82.8%-19.2pp |
| Annual return | 11.70% | 1312.34%-1300.6pp | 964.84%-953.1pp | 578.55%-566.9pp |
| Employer contribution / active EE | $490 | $3,132-84.4% | $2,839-82.8% | $4,876-90.0% |
| Participant deferral / active EE | $1,062 | $3,972-73.3% | $3,609-70.6% | $5,439-80.5% |
| Admin fee / account holder | $253 | $5,710-95.6% | $4,906-94.8% | $10,885-97.7% |