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 | $18,173 | $116,175-84.4% | $93,606-80.6% | $152,861-88.1% |
| Participation rate | 44.4% | 78.0%-33.6pp | 75.8%-31.4pp | 82.4%-38.0pp |
| Annual return | 38.99% | 35.96%+3.0pp | 32.76%+6.2pp | 345.32%-306.3pp |
| Employer contribution / active EE | $1,402 | $3,218-56.4% | $2,718-48.4% | $4,762-70.6% |
| Participant deferral / active EE | $5,501 | $4,603+19.5% | $4,069+35.2% | $5,850-6.0% |
| Admin fee / account holder | $260 | $10,748-97.6% | $7,888-96.7% | $11,596-97.8% |