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 9-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 | $10,418 | $198,466-94.8% | $170,442-93.9% | $147,584-92.9% |
| Participation rate | 61.5% | 88.0%-26.4pp | 83.6%-22.1pp | 82.8%-21.3pp |
| Annual return | 21.41% | 257.29%-235.9pp | 205.93%-184.5pp | 578.55%-557.1pp |
| Employer contribution / active EE | $1,401 | $6,184-77.4% | $5,433-74.2% | $4,876-71.3% |
| Participant deferral / active EE | $2,328 | $5,629-58.6% | $4,939-52.9% | $5,439-57.2% |
| Admin fee / account holder | $141 | $16,852-99.2% | $13,880-99.0% | $10,885-98.7% |