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 | $6,429 | $110,261-94.2% | $95,745-93.3% | $139,434-95.4% |
| Participation rate | 60.0% | 75.8%-15.8pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 49.79% | 27.11%+22.7pp | 28.35%+21.4pp | 372.94%-323.2pp |
| Employer contribution / active EE | $918 | $3,257-71.8% | $2,835-67.6% | $4,751-80.7% |
| Participant deferral / active EE | $1,724 | $4,676-63.1% | $4,245-59.4% | $6,710-74.3% |
| Admin fee / account holder | $29 | $6,613-99.6% | $5,678-99.5% | $11,403-99.7% |