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 6-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 | $11,822 | $183,519-93.6% | $155,509-92.4% | $145,922-91.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 19.95% | 61.17%-41.2pp | 64.67%-44.7pp | 561.29%-541.3pp |
| Employer contribution / active EE | $1,497 | $5,313-71.8% | $4,672-68.0% | $4,660-67.9% |
| Participant deferral / active EE | $2,838 | $6,462-56.1% | $5,626-49.6% | $6,688-57.6% |
| Admin fee / account holder | $106 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |