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 | $25,574 | $217,402-88.2% | $185,823-86.2% | $167,490-84.7% |
| Participation rate | 57.1% | 86.0%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 32.81% | 148.36%-115.6pp | 122.05%-89.2pp | 478.56%-445.7pp |
| Employer contribution / active EE | $1,459 | $5,873-75.2% | $5,167-71.8% | $4,837-69.8% |
| Participant deferral / active EE | $3,921 | $6,356-38.3% | $5,568-29.6% | $6,341-38.2% |
| Admin fee / account holder | $26 | $19,811-99.9% | $16,237-99.8% | $12,309-99.8% |