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 | $6,438 | $217,402-97.0% | $185,823-96.5% | $167,490-96.2% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 14.71% | 148.36%-133.7pp | 122.05%-107.3pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,319 | $5,873-77.5% | $5,167-74.5% | $4,837-72.7% |
| Participant deferral / active EE | $8,449 | $6,356+32.9% | $5,568+51.7% | $6,341+33.2% |
| Admin fee / account holder | $13 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |