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 9-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 | $14,568 | $107,334-86.4% | $92,893-84.3% | $152,861-90.5% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.4%-26.9pp |
| Annual return | 39.21% | 145.58%-106.4pp | 109.41%-70.2pp | 345.32%-306.1pp |
| Employer contribution / active EE | $754 | $4,221-82.1% | $3,653-79.4% | $4,762-84.2% |
| Participant deferral / active EE | $5,270 | $4,845+8.8% | $4,236+24.4% | $5,850-9.9% |
| Admin fee / account holder | $16 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |