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 | $10,243 | $109,327-90.6% | $89,391-88.5% | $158,922-93.6% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.0%-43.0pp | 82.0%-57.0pp |
| Annual return | 192.27% | 345.68%-153.4pp | 245.62%-53.3pp | 302.83%-110.6pp |
| Employer contribution / active EE | $414 | $3,170-86.9% | $2,586-84.0% | $4,761-91.3% |
| Participant deferral / active EE | $1,413 | $4,598-69.3% | $3,890-63.7% | $5,982-76.4% |
| Admin fee / account holder | $150 | $6,153-97.6% | $4,881-96.9% | $11,246-98.7% |