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 | $22,839 | $209,411-89.1% | $178,490-87.2% | $158,922-85.6% |
| Participation rate | 42.9% | 86.3%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 31.84% | 188.75%-156.9pp | 151.07%-119.2pp | 302.83%-271.0pp |
| Employer contribution / active EE | $1,771 | $5,706-69.0% | $5,011-64.7% | $4,761-62.8% |
| Participant deferral / active EE | $3,603 | $5,954-39.5% | $5,202-30.7% | $5,982-39.8% |
| Admin fee / account holder | $111 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |