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 | $15,351 | $183,963-91.7% | $162,163-90.5% | $152,861-90.0% |
| Participation rate | 46.2% | 88.5%-42.4pp | 87.6%-41.4pp | 82.4%-36.3pp |
| Annual return | 54.45% | 150.76%-96.3pp | 115.59%-61.1pp | 345.32%-290.9pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,631 | $8,034-54.8% | $7,298-50.2% | $5,850-37.9% |
| Admin fee / account holder | $181 | $13,121-98.6% | $10,843-98.3% | $11,596-98.4% |