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 | $8,050 | $152,587-94.7% | $125,175-93.6% | $152,861-94.7% |
| Participation rate | 69.2% | 83.3%-14.1pp | 79.8%-10.6pp | 82.4%-13.2pp |
| Annual return | 37.64% | 54.84%-17.2pp | 43.79%-6.1pp | 345.32%-307.7pp |
| Employer contribution / active EE | $1,497 | $4,946-69.7% | $3,865-61.3% | $4,762-68.6% |
| Participant deferral / active EE | $2,740 | $5,868-53.3% | $4,937-44.5% | $5,850-53.2% |
| Admin fee / account holder | $20 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |