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 4-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 | $13,364 | $202,432-93.4% | $169,368-92.1% | $139,434-90.4% |
| Participation rate | 47.8% | 81.1%-33.2pp | 77.1%-29.3pp | 80.3%-32.5pp |
| Annual return | 40.52% | 531.74%-491.2pp | 405.60%-365.1pp | 372.94%-332.4pp |
| Employer contribution / active EE | $1,198 | $4,692-74.5% | $4,013-70.1% | $4,751-74.8% |
| Participant deferral / active EE | $3,077 | $6,938-55.6% | $6,221-50.5% | $6,710-54.1% |
| Admin fee / account holder | $157 | $10,708-98.5% | $9,003-98.3% | $11,403-98.6% |