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 | $4,318 | $127,264-96.6% | $109,895-96.1% | $167,490-97.4% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.2%-11.7pp | 82.1%-19.6pp |
| Annual return | 28.77% | 22.97%+5.8pp | 29.45%-0.7pp | 478.56%-449.8pp |
| Employer contribution / active EE | $806 | $3,322-75.8% | $2,842-71.7% | $4,837-83.3% |
| Participant deferral / active EE | $1,017 | $4,514-77.5% | $4,048-74.9% | $6,341-84.0% |
| Admin fee / account holder | $15 | $7,114-99.8% | $6,066-99.8% | $12,309-99.9% |