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 6-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 | $23,064 | $176,812-87.0% | $146,665-84.3% | $167,490-86.2% |
| Participation rate | 46.7% | 83.6%-36.9pp | 80.1%-33.4pp | 82.1%-35.4pp |
| Annual return | 20.37% | 24.03%-3.7pp | 22.74%-2.4pp | 478.56%-458.2pp |
| Employer contribution / active EE | $2,719 | $5,160-47.3% | $4,136-34.3% | $4,837-43.8% |
| Participant deferral / active EE | $5,862 | $6,440-9.0% | $5,506+6.5% | $6,341-7.6% |
| Admin fee / account holder | $266 | $13,259-98.0% | $10,280-97.4% | $12,309-97.8% |