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 5-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 | $4,061 | $202,432-98.0% | $169,368-97.6% | $139,434-97.1% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 25.39% | 531.74%-506.4pp | 405.60%-380.2pp | 372.94%-347.6pp |
| Employer contribution / active EE | $979 | $4,692-79.1% | $4,013-75.6% | $4,751-79.4% |
| Participant deferral / active EE | $1,958 | $6,938-71.8% | $6,221-68.5% | $6,710-70.8% |
| Admin fee / account holder | $54 | $10,708-99.5% | $9,003-99.4% | $11,403-99.5% |