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 4-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 | $6,518 | $77,899-91.6% | $149,673-95.6% | $75,163-91.3% |
| Participation rate | 30.8% | 65.6%-34.8pp | 78.8%-48.0pp | 67.2%-36.4pp |
| Annual return | 542.55% | 31.72%+510.8pp | 134.42%+408.1pp | 160.62%+381.9pp |
| Employer contribution / active EE | $738 | $3,137-76.5% | $4,818-84.7% | $2,670-72.4% |
| Participant deferral / active EE | $1,502 | $3,411-56.0% | $5,680-73.6% | $4,125-63.6% |
| Admin fee / account holder | $24 | $5,956-99.6% | $13,210-99.8% | $5,651-99.6% |