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 3-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 | $4,715 | $158,398-97.0% | $126,539-96.3% | $142,382-96.7% |
| Participation rate | 60.0% | 75.8%-15.8pp | 69.8%-9.8pp | 80.1%-20.1pp |
| Annual return | 26.80% | 593.76%-567.0pp | 425.95%-399.1pp | 217.08%-190.3pp |
| Employer contribution / active EE | $765 | $4,650-83.5% | $3,674-79.2% | $4,299-82.2% |
| Participant deferral / active EE | $948 | $4,767-80.1% | $4,083-76.8% | $6,507-85.4% |
| Admin fee / account holder | $17 | $6,918-99.8% | $6,065-99.7% | $12,624-99.9% |