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 | $7,396 | $84,696-91.3% | $75,696-90.2% | $167,490-95.6% |
| Participation rate | 41.7% | 77.8%-36.2pp | 74.8%-33.2pp | 82.1%-40.4pp |
| Annual return | 30.43% | 199.36%-168.9pp | 104.53%-74.1pp | 478.56%-448.1pp |
| Employer contribution / active EE | $941 | $3,230-70.9% | $2,743-65.7% | $4,837-80.6% |
| Participant deferral / active EE | $1,308 | $4,580-71.4% | $3,821-65.8% | $6,341-79.4% |
| Admin fee / account holder | $72 | $5,355-98.7% | $3,619-98.0% | $12,309-99.4% |