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 | $13,006 | $107,334-87.9% | $92,893-86.0% | $152,861-91.5% |
| Participation rate | 47.4% | 79.8%-32.4pp | 76.0%-28.6pp | 82.4%-35.1pp |
| Annual return | 42.29% | 145.58%-103.3pp | 109.41%-67.1pp | 345.32%-303.0pp |
| Employer contribution / active EE | $1,136 | $4,221-73.1% | $3,653-68.9% | $4,762-76.1% |
| Participant deferral / active EE | $2,997 | $4,845-38.1% | $4,236-29.3% | $5,850-48.8% |
| Admin fee / account holder | $36 | $7,079-99.5% | $5,794-99.4% | $11,596-99.7% |