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 7-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 | $25,001 | $209,411-88.1% | $178,490-86.0% | $158,922-84.3% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 37.34% | 188.75%-151.4pp | 151.07%-113.7pp | 302.83%-265.5pp |
| Employer contribution / active EE | $2,120 | $5,706-62.8% | $5,011-57.7% | $4,761-55.5% |
| Participant deferral / active EE | $4,594 | $5,954-22.9% | $5,202-11.7% | $5,982-23.2% |
| Admin fee / account holder | $114 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |