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 5-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 | $6,003 | $109,817-94.5% | $98,442-93.9% | $167,490-96.4% |
| Participation rate | 68.8% | 75.8%-7.1pp | 73.3%-4.6pp | 82.1%-13.4pp |
| Annual return | 18.81% | 1956.69%-1937.9pp | 1492.73%-1473.9pp | 478.56%-459.7pp |
| Employer contribution / active EE | $1,498 | $3,224-53.5% | $2,960-49.4% | $4,837-69.0% |
| Participant deferral / active EE | $1,951 | $4,673-58.3% | $4,276-54.4% | $6,341-69.2% |
| Admin fee / account holder | $246 | $6,753-96.4% | $5,949-95.9% | $12,309-98.0% |