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 | $16,632 | $202,318-91.8% | $172,739-90.4% | $152,861-89.1% |
| Participation rate | 58.8% | 87.1%-28.2pp | 82.6%-23.8pp | 82.4%-23.6pp |
| Annual return | 106.58% | 1029.65%-923.1pp | 802.84%-696.3pp | 345.32%-238.7pp |
| Employer contribution / active EE | $2,780 | $5,856-52.5% | $5,143-46.0% | $4,762-41.6% |
| Participant deferral / active EE | $6,697 | $5,948+12.6% | $5,198+28.8% | $5,850+14.5% |
| Admin fee / account holder | $54 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |