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 5-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 | $16,343 | $175,202-90.7% | $149,673-89.1% | $139,434-88.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 28.53% | 166.71%-138.2pp | 134.42%-105.9pp | 372.94%-344.4pp |
| Employer contribution / active EE | $2,679 | $5,474-51.1% | $4,818-44.4% | $4,751-43.6% |
| Participant deferral / active EE | $3,391 | $6,519-48.0% | $5,680-40.3% | $6,710-49.5% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |