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 8-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 | $10,478 | $157,256-93.3% | $141,162-92.6% | $152,861-93.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 58.60% | 64.32%-5.7pp | 71.39%-12.8pp | 345.32%-286.7pp |
| Employer contribution / active EE | $1,735 | $5,261-67.0% | $4,735-63.4% | $4,762-63.6% |
| Participant deferral / active EE | $3,470 | $7,109-51.2% | $6,709-48.3% | $5,850-40.7% |
| Admin fee / account holder | $99 | $12,120-99.2% | $10,261-99.0% | $11,596-99.1% |