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 | $3,598 | $104,974-96.6% | $95,585-96.2% | $142,382-97.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 25.10% | 210.33%-185.2pp | 38.56%-13.5pp | 217.08%-192.0pp |
| Employer contribution / active EE | $460 | $2,779-83.5% | $2,527-81.8% | $4,299-89.3% |
| Participant deferral / active EE | $927 | $4,352-78.7% | $4,023-77.0% | $6,507-85.8% |
| Admin fee / account holder | $17 | $6,386-99.7% | $6,127-99.7% | $12,624-99.9% |