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 | $5,518 | $117,381-95.3% | $99,443-94.5% | $152,861-96.4% |
| Participation rate | 59.1% | 77.5%-18.4pp | 73.8%-14.7pp | 82.4%-23.4pp |
| Annual return | 192.80% | 31.87%+160.9pp | 30.72%+162.1pp | 345.32%-152.5pp |
| Employer contribution / active EE | $617 | $3,013-79.5% | $2,540-75.7% | $4,762-87.0% |
| Participant deferral / active EE | $2,636 | $4,086-35.5% | $3,619-27.2% | $5,850-54.9% |
| Admin fee / account holder | $54 | $7,631-99.3% | $6,250-99.1% | $11,596-99.5% |