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 6-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 | $5,766 | $108,642-94.7% | $74,701-92.3% | $152,861-96.2% |
| Participation rate | 66.7% | 65.3%+1.3pp | 54.5%+12.2pp | 82.4%-15.8pp |
| Annual return | 34.41% | 114.06%-79.7pp | 752.92%-718.5pp | 345.32%-310.9pp |
| Employer contribution / active EE | $1,014 | $1,503-32.6% | $1,084-6.5% | $4,762-78.7% |
| Participant deferral / active EE | $1,160 | $2,712-57.2% | $1,964-40.9% | $5,850-80.2% |
| Admin fee / account holder | $66 | $4,902-98.7% | $3,333-98.0% | $11,596-99.4% |