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 | $20,722 | $165,335-87.5% | $149,696-86.2% | $158,922-87.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 23.58% | 348.15%-324.6pp | 276.60%-253.0pp | 302.83%-279.2pp |
| Employer contribution / active EE | $1,651 | $5,103-67.7% | $4,644-64.5% | $4,761-65.3% |
| Participant deferral / active EE | $3,532 | $7,181-50.8% | $6,842-48.4% | $5,982-41.0% |
| Admin fee / account holder | $207 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |