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 4-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 | $6,099 | $96,635-93.7% | $86,612-93.0% | $139,434-95.6% |
| Participation rate | 54.5% | 74.4%-19.9pp | 71.7%-17.2pp | 80.3%-25.8pp |
| Annual return | 81.96% | 106.41%-24.5pp | 591.07%-509.1pp | 372.94%-291.0pp |
| Employer contribution / active EE | $378 | $3,263-88.4% | $3,022-87.5% | $4,751-92.0% |
| Participant deferral / active EE | $2,344 | $4,836-51.5% | $4,438-47.2% | $6,710-65.1% |
| Admin fee / account holder | $13 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |