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 | $19,486 | $217,402-91.0% | $185,823-89.5% | $167,490-88.4% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 12.86% | 148.36%-135.5pp | 122.05%-109.2pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,339 | $5,873-77.2% | $5,167-74.1% | $4,837-72.3% |
| Participant deferral / active EE | $2,599 | $6,356-59.1% | $5,568-53.3% | $6,341-59.0% |
| Admin fee / account holder | $201 | $19,811-99.0% | $16,237-98.8% | $12,309-98.4% |