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 5-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 | $4,978 | $110,502-95.5% | $80,716-93.8% | $167,490-97.0% |
| Participation rate | 50.0% | 64.0%-14.0pp | 54.2%-4.2pp | 82.1%-32.1pp |
| Annual return | 29.65% | 120.54%-90.9pp | 87.28%-57.6pp | 478.56%-448.9pp |
| Employer contribution / active EE | $882 | $1,543-42.8% | $1,160-23.9% | $4,837-81.8% |
| Participant deferral / active EE | $1,553 | $2,871-45.9% | $2,146-27.6% | $6,341-75.5% |
| Admin fee / account holder | $77 | $4,545-98.3% | $3,380-97.7% | $12,309-99.4% |