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 | $20,365 | $228,332-91.1% | $185,823-89.0% | $158,922-87.2% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 179.61% | 40.80%+138.8pp | 35.95%+143.7pp | 302.83%-123.2pp |
| Employer contribution / active EE | $1,754 | $4,967-64.7% | $4,087-57.1% | $4,761-63.2% |
| Participant deferral / active EE | $9,425 | $6,415+46.9% | $5,632+67.3% | $5,982+57.6% |
| Admin fee / account holder | $271 | $11,864-97.7% | $9,500-97.1% | $11,246-97.6% |