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 6-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 | $19,441 | $227,553-91.5% | $189,557-89.7% | $167,490-88.4% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 46.22% | 78.40%-32.2pp | 64.17%-17.9pp | 478.56%-432.3pp |
| Employer contribution / active EE | $4,201 | $5,316-21.0% | $4,412-4.8% | $4,837-13.2% |
| Participant deferral / active EE | $4,599 | $7,002-34.3% | $6,174-25.5% | $6,341-27.5% |
| Admin fee / account holder | $98 | $11,878-99.2% | $9,807-99.0% | $12,309-99.2% |