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 | $5,207 | $102,966-94.9% | $90,281-94.2% | $152,861-96.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 64.72% | 95.16%-30.4pp | 78.10%-13.4pp | 345.32%-280.6pp |
| Employer contribution / active EE | $1,573 | $3,139-49.9% | $2,854-44.9% | $4,762-67.0% |
| Participant deferral / active EE | $1,645 | $4,281-61.6% | $3,885-57.7% | $5,850-71.9% |
| Admin fee / account holder | $12 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |