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 7-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 | $6,091 | $156,846-96.1% | $121,098-95.0% | $139,434-95.6% |
| Participation rate | 57.1% | 76.4%-19.3pp | 69.5%-12.3pp | 80.3%-23.2pp |
| Annual return | 18.95% | 1474.56%-1455.6pp | 985.75%-966.8pp | 372.94%-354.0pp |
| Employer contribution / active EE | $354 | $5,536-93.6% | $4,164-91.5% | $4,751-92.6% |
| Participant deferral / active EE | $555 | $4,844-88.5% | $4,080-86.4% | $6,710-91.7% |
| Admin fee / account holder | $43 | $6,946-99.4% | $5,644-99.2% | $11,403-99.6% |