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 4-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 | $7,772 | $111,754-93.0% | $103,333-92.5% | $145,922-94.7% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 10.23% | 24.77%-14.5pp | 24.88%-14.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,367 | $4,212-67.5% | $3,868-64.6% | $4,660-70.7% |
| Participant deferral / active EE | $1,838 | $5,619-67.3% | $5,057-63.7% | $6,688-72.5% |
| Admin fee / account holder | $64 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |