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 | $9,191 | $107,334-91.4% | $92,893-90.1% | $152,861-94.0% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 17.52% | 145.58%-128.1pp | 109.41%-91.9pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,165 | $4,221-72.4% | $3,653-68.1% | $4,762-75.5% |
| Participant deferral / active EE | $2,235 | $4,845-53.9% | $4,236-47.2% | $5,850-61.8% |
| Admin fee / account holder | $55 | $7,079-99.2% | $5,794-99.0% | $11,596-99.5% |