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 | $12,040 | $209,411-94.3% | $178,490-93.3% | $158,922-92.4% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 18.23% | 188.75%-170.5pp | 151.07%-132.8pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,286 | $5,706-77.5% | $5,011-74.3% | $4,761-73.0% |
| Participant deferral / active EE | $2,973 | $5,954-50.1% | $5,202-42.8% | $5,982-50.3% |
| Admin fee / account holder | $70 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |