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 3-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 | $22,126 | $201,272-89.0% | $184,203-88.0% | $145,922-84.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 24.26% | 29.00%-4.7pp | 28.81%-4.6pp | 561.29%-537.0pp |
| Employer contribution / active EE | $2,115 | $7,022-69.9% | $6,427-67.1% | $4,660-54.6% |
| Participant deferral / active EE | $4,755 | $9,806-51.5% | $9,131-47.9% | $6,688-28.9% |
| Admin fee / account holder | $80 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |