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 | $12,687 | $209,411-93.9% | $178,490-92.9% | $158,922-92.0% |
| Participation rate | 56.3% | 86.3%-30.1pp | 81.9%-25.7pp | 82.0%-25.7pp |
| Annual return | 80.59% | 188.75%-108.2pp | 151.07%-70.5pp | 302.83%-222.2pp |
| Employer contribution / active EE | $1,946 | $5,706-65.9% | $5,011-61.2% | $4,761-59.1% |
| Participant deferral / active EE | $3,377 | $5,954-43.3% | $5,202-35.1% | $5,982-43.6% |
| Admin fee / account holder | $44 | $17,074-99.7% | $13,984-99.7% | $11,246-99.6% |