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 8-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 | $11,461 | $104,907-89.1% | $84,611-86.5% | $152,861-92.5% |
| Participation rate | 57.1% | 74.8%-17.7pp | 68.2%-11.1pp | 82.4%-25.3pp |
| Annual return | 30.92% | 373.79%-342.9pp | 258.74%-227.8pp | 345.32%-314.4pp |
| Employer contribution / active EE | $1,326 | $3,302-59.8% | $2,652-50.0% | $4,762-72.2% |
| Participant deferral / active EE | $1,690 | $4,688-63.9% | $3,899-56.7% | $5,850-71.1% |
| Admin fee / account holder | $211 | $6,241-96.6% | $4,912-95.7% | $11,596-98.2% |