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 | $12,741 | $118,849-89.3% | $96,562-86.8% | $167,490-92.4% |
| Participation rate | 42.9% | 75.5%-32.6pp | 69.8%-27.0pp | 82.1%-39.2pp |
| Annual return | 30.58% | 50.49%-19.9pp | 37.78%-7.2pp | 478.56%-448.0pp |
| Employer contribution / active EE | $722 | $3,120-76.8% | $2,356-69.3% | $4,837-85.1% |
| Participant deferral / active EE | $1,538 | $4,616-66.7% | $3,849-60.0% | $6,341-75.7% |
| Admin fee / account holder | $102 | $8,065-98.7% | $6,181-98.3% | $12,309-99.2% |