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 | $13,609 | $202,318-93.3% | $172,739-92.1% | $152,861-91.1% |
| Participation rate | 45.5% | 87.1%-41.6pp | 82.6%-37.2pp | 82.4%-37.0pp |
| Annual return | 31.69% | 1029.65%-998.0pp | 802.84%-771.2pp | 345.32%-313.6pp |
| Employer contribution / active EE | $1,716 | $5,856-70.7% | $5,143-66.6% | $4,762-64.0% |
| Participant deferral / active EE | $3,727 | $5,948-37.3% | $5,198-28.3% | $5,850-36.3% |
| Admin fee / account holder | $75 | $17,109-99.6% | $13,954-99.5% | $11,596-99.3% |