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 | $6,607 | $108,642-93.9% | $74,701-91.2% | $152,861-95.7% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.4%-32.4pp |
| Annual return | 56.55% | 114.06%-57.5pp | 752.92%-696.4pp | 345.32%-288.8pp |
| Employer contribution / active EE | $849 | $1,503-43.5% | $1,084-21.6% | $4,762-82.2% |
| Participant deferral / active EE | $1,690 | $2,712-37.7% | $1,964-13.9% | $5,850-71.1% |
| Admin fee / account holder | $20 | $4,902-99.6% | $3,333-99.4% | $11,596-99.8% |