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 3-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 | $3,917 | $158,398-97.5% | $126,539-96.9% | $142,382-97.2% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 30.53% | 593.76%-563.2pp | 425.95%-395.4pp | 217.08%-186.5pp |
| Employer contribution / active EE | $748 | $4,650-83.9% | $3,674-79.7% | $4,299-82.6% |
| Participant deferral / active EE | $1,156 | $4,767-75.8% | $4,083-71.7% | $6,507-82.2% |
| Admin fee / account holder | $79 | $6,918-98.9% | $6,065-98.7% | $12,624-99.4% |