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 8-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 | $17,289 | $202,318-91.5% | $172,739-90.0% | $152,861-88.7% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 32.28% | 1029.65%-997.4pp | 802.84%-770.6pp | 345.32%-313.0pp |
| Employer contribution / active EE | $2,339 | $5,856-60.1% | $5,143-54.5% | $4,762-50.9% |
| Participant deferral / active EE | $6,056 | $5,948+1.8% | $5,198+16.5% | $5,850+3.5% |
| Admin fee / account holder | $228 | $17,109-98.7% | $13,954-98.4% | $11,596-98.0% |