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 | $11,352 | $177,572-93.6% | $154,803-92.7% | $142,382-92.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 27.47% | 65.07%-37.6pp | 58.88%-31.4pp | 217.08%-189.6pp |
| Employer contribution / active EE | $1,788 | $4,810-62.8% | $4,305-58.5% | $4,299-58.4% |
| Participant deferral / active EE | $2,121 | $6,272-66.2% | $5,540-61.7% | $6,507-67.4% |
| Admin fee / account holder | $49 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |