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 | $14,359 | $115,770-87.6% | $101,248-85.8% | $158,922-91.0% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-33.0pp | 82.0%-39.1pp |
| Annual return | 31.93% | 56.14%-24.2pp | 46.47%-14.5pp | 302.83%-270.9pp |
| Employer contribution / active EE | $1,113 | $4,175-73.3% | $3,660-69.6% | $4,761-76.6% |
| Participant deferral / active EE | $2,062 | $4,957-58.4% | $4,370-52.8% | $5,982-65.5% |
| Admin fee / account holder | $24 | $7,245-99.7% | $5,945-99.6% | $11,246-99.8% |