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 | $9,104 | $107,934-91.6% | $91,989-90.1% | $152,861-94.0% |
| Participation rate | 61.1% | 81.2%-20.1pp | 78.6%-17.5pp | 82.4%-21.3pp |
| Annual return | 28.15% | 89.24%-61.1pp | 69.02%-40.9pp | 345.32%-317.2pp |
| Employer contribution / active EE | $1,037 | $4,210-75.4% | $3,452-70.0% | $4,762-78.2% |
| Participant deferral / active EE | $1,954 | $6,364-69.3% | $5,923-67.0% | $5,850-66.6% |
| Admin fee / account holder | $70 | $10,520-99.3% | $7,743-99.1% | $11,596-99.4% |