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 7-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 | $21,452 | $157,256-86.4% | $141,162-84.8% | $152,861-86.0% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.4%-42.4pp |
| Annual return | 29.05% | 64.32%-35.3pp | 71.39%-42.3pp | 345.32%-316.3pp |
| Employer contribution / active EE | $2,328 | $5,261-55.7% | $4,735-50.8% | $4,762-51.1% |
| Participant deferral / active EE | $7,693 | $7,109+8.2% | $6,709+14.7% | $5,850+31.5% |
| Admin fee / account holder | $93 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |