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 | $16,548 | $165,984-90.0% | $164,813-90.0% | $145,922-88.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 16.71% | 100.03%-83.3pp | 69.93%-53.2pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,944 | $5,273-63.1% | $4,341-55.2% | $4,660-58.3% |
| Participant deferral / active EE | $3,236 | $6,959-53.5% | $6,031-46.4% | $6,688-51.6% |
| Admin fee / account holder | $19 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |