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 | $5,697 | $91,190-93.8% | $178,490-96.8% | $79,858-92.9% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 63.86% | 24.19%+39.7pp | 151.07%-87.2pp | 31.71%+32.1pp |
| Employer contribution / active EE | $705 | $3,256-78.3% | $5,011-85.9% | $2,471-71.5% |
| Participant deferral / active EE | $916 | $3,236-71.7% | $5,202-82.4% | $3,740-75.5% |
| Admin fee / account holder | $103 | $6,751-98.5% | $13,984-99.3% | $5,306-98.1% |