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 | $4,375 | $109,327-96.0% | $89,391-95.1% | $158,922-97.2% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 28.09% | 345.68%-317.6pp | 245.62%-217.5pp | 302.83%-274.7pp |
| Employer contribution / active EE | $1,207 | $3,170-61.9% | $2,586-53.3% | $4,761-74.7% |
| Participant deferral / active EE | $1,478 | $4,598-67.9% | $3,890-62.0% | $5,982-75.3% |
| Admin fee / account holder | $7 | $6,153-99.9% | $4,881-99.9% | $11,246-99.9% |