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 | $17,849 | $180,449-90.1% | $154,107-88.4% | $135,375-86.8% |
| Participation rate | 46.2% | 87.4%-41.3pp | 83.0%-36.9pp | 82.6%-36.5pp |
| Annual return | 144.02% | 888.09%-744.1pp | 735.12%-591.1pp | 519.73%-375.7pp |
| Employer contribution / active EE | $1,716 | $6,035-71.6% | $5,298-67.6% | $4,779-64.1% |
| Participant deferral / active EE | $3,114 | $5,806-46.4% | $5,081-38.7% | $5,609-44.5% |
| Admin fee / account holder | $269 | $16,143-98.3% | $13,411-98.0% | $10,827-97.5% |