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 9-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 | $14,971 | $175,202-91.5% | $149,673-90.0% | $139,434-89.3% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 32.78% | 166.71%-133.9pp | 134.42%-101.6pp | 372.94%-340.2pp |
| Employer contribution / active EE | $1,964 | $5,474-64.1% | $4,818-59.2% | $4,751-58.7% |
| Participant deferral / active EE | $3,135 | $6,519-51.9% | $5,680-44.8% | $6,710-53.3% |
| Admin fee / account holder | $99 | $16,150-99.4% | $13,210-99.3% | $11,403-99.1% |