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 | $3,952 | $100,773-96.1% | $88,946-95.6% | $142,382-97.2% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.8%-11.7pp | 80.1%-23.0pp |
| Annual return | 13.15% | 70.18%-57.0pp | 57.82%-44.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $542 | $2,918-81.4% | $2,555-78.8% | $4,299-87.4% |
| Participant deferral / active EE | $1,120 | $5,230-78.6% | $4,581-75.6% | $6,507-82.8% |
| Admin fee / account holder | $183 | $9,693-98.1% | $8,261-97.8% | $12,624-98.5% |