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 6-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 | $6,280 | $109,327-94.3% | $89,391-93.0% | $158,922-96.0% |
| Participation rate | 61.9% | 74.3%-12.4pp | 68.0%-6.1pp | 82.0%-20.1pp |
| Annual return | 31.33% | 345.68%-314.3pp | 245.62%-214.3pp | 302.83%-271.5pp |
| Employer contribution / active EE | $862 | $3,170-72.8% | $2,586-66.7% | $4,761-81.9% |
| Participant deferral / active EE | $1,249 | $4,598-72.8% | $3,890-67.9% | $5,982-79.1% |
| Admin fee / account holder | $44 | $6,153-99.3% | $4,881-99.1% | $11,246-99.6% |