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 8-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 | $10,733 | $152,587-93.0% | $125,175-91.4% | $152,861-93.0% |
| Participation rate | 14.3% | 83.3%-69.1pp | 79.8%-65.5pp | 82.4%-68.2pp |
| Annual return | 18.68% | 54.84%-36.2pp | 43.79%-25.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $2,022 | $4,946-59.1% | $3,865-47.7% | $4,762-57.5% |
| Participant deferral / active EE | $3,497 | $5,868-40.4% | $4,937-29.2% | $5,850-40.2% |
| Admin fee / account holder | $298 | $13,434-97.8% | $9,702-96.9% | $11,596-97.4% |