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 | $13,375 | $115,770-88.4% | $101,248-86.8% | $158,922-91.6% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 34.71% | 56.14%-21.4pp | 46.47%-11.8pp | 302.83%-268.1pp |
| Employer contribution / active EE | $876 | $4,175-79.0% | $3,660-76.1% | $4,761-81.6% |
| Participant deferral / active EE | $1,581 | $4,957-68.1% | $4,370-63.8% | $5,982-73.6% |
| Admin fee / account holder | $6 | $7,245-99.9% | $5,945-99.9% | $11,246-99.9% |