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 10-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 | $17,281 | $209,832-91.8% | $189,513-90.9% | $167,490-89.7% |
| Participation rate | 68.2% | 88.7%-20.5pp | 87.8%-19.6pp | 82.1%-13.9pp |
| Annual return | 24.51% | 748.27%-723.8pp | 555.15%-530.6pp | 478.56%-454.0pp |
| Employer contribution / active EE | $2,557 | $6,914-63.0% | $6,162-58.5% | $4,837-47.2% |
| Participant deferral / active EE | $4,971 | $8,935-44.4% | $8,221-39.5% | $6,341-21.6% |
| Admin fee / account holder | $267 | $14,293-98.1% | $12,045-97.8% | $12,309-97.8% |