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 | $8,221 | $108,642-92.4% | $74,701-89.0% | $152,861-94.6% |
| Participation rate | 17.4% | 65.3%-48.0pp | 54.5%-37.1pp | 82.4%-65.1pp |
| Annual return | 39.67% | 114.06%-74.4pp | 752.92%-713.3pp | 345.32%-305.6pp |
| Employer contribution / active EE | $369 | $1,503-75.4% | $1,084-65.9% | $4,762-92.2% |
| Participant deferral / active EE | $537 | $2,712-80.2% | $1,964-72.6% | $5,850-90.8% |
| Admin fee / account holder | $52 | $4,902-98.9% | $3,333-98.4% | $11,596-99.5% |