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 9-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 | $15,457 | $107,334-85.6% | $92,893-83.4% | $152,861-89.9% |
| Participation rate | 46.2% | 79.8%-33.6pp | 76.0%-29.9pp | 82.4%-36.3pp |
| Annual return | 21.15% | 145.58%-124.4pp | 109.41%-88.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,473 | $4,221-41.4% | $3,653-32.3% | $4,762-48.1% |
| Participant deferral / active EE | $2,473 | $4,845-49.0% | $4,236-41.6% | $5,850-57.7% |
| Admin fee / account holder | $235 | $7,079-96.7% | $5,794-95.9% | $11,596-98.0% |