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 3-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 | $8,149 | $159,901-94.9% | $146,958-94.5% | $145,922-94.4% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 21.21% | 98.13%-76.9pp | 418.34%-397.1pp | 561.29%-540.1pp |
| Employer contribution / active EE | $1,088 | $5,286-79.4% | $4,933-77.9% | $4,660-76.7% |
| Participant deferral / active EE | $2,722 | $8,428-67.7% | $8,070-66.3% | $6,688-59.3% |
| Admin fee / account holder | $162 | $15,044-98.9% | $12,998-98.8% | $13,397-98.8% |