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 | $8,706 | $108,642-92.0% | $74,701-88.3% | $152,861-94.3% |
| Participation rate | 23.5% | 65.3%-41.8pp | 54.5%-30.9pp | 82.4%-58.9pp |
| Annual return | 59.87% | 114.06%-54.2pp | 752.92%-693.1pp | 345.32%-285.5pp |
| Employer contribution / active EE | $310 | $1,503-79.3% | $1,084-71.3% | $4,762-93.5% |
| Participant deferral / active EE | $1,277 | $2,712-52.9% | $1,964-35.0% | $5,850-78.2% |
| Admin fee / account holder | $146 | $4,902-97.0% | $3,333-95.6% | $11,596-98.7% |