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 8-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 | $18,468 | $106,890-82.7% | $84,015-78.0% | $152,861-87.9% |
| Participation rate | 28.6% | 75.2%-46.7pp | 69.0%-40.4pp | 82.4%-53.9pp |
| Annual return | 39.34% | 104.99%-65.6pp | 71.31%-32.0pp | 345.32%-306.0pp |
| Employer contribution / active EE | $706 | $2,734-74.2% | $1,983-64.4% | $4,762-85.2% |
| Participant deferral / active EE | $2,881 | $4,011-28.2% | $3,239-11.0% | $5,850-50.8% |
| Admin fee / account holder | $104 | $8,285-98.7% | $6,101-98.3% | $11,596-99.1% |