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 7-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 | $5,580 | $115,770-95.2% | $101,248-94.5% | $158,922-96.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 390.91% | 56.14%+334.8pp | 46.47%+344.4pp | 302.83%+88.1pp |
| Employer contribution / active EE | $1,022 | $4,175-75.5% | $3,660-72.1% | $4,761-78.5% |
| Participant deferral / active EE | $1,906 | $4,957-61.6% | $4,370-56.4% | $5,982-68.1% |
| Admin fee / account holder | $14 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |