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 | $26,896 | $209,411-87.2% | $178,490-84.9% | $158,922-83.1% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 29.92% | 188.75%-158.8pp | 151.07%-121.2pp | 302.83%-272.9pp |
| Employer contribution / active EE | $1,857 | $5,706-67.5% | $5,011-62.9% | $4,761-61.0% |
| Participant deferral / active EE | $5,395 | $5,954-9.4% | $5,202+3.7% | $5,982-9.8% |
| Admin fee / account holder | $63 | $17,074-99.6% | $13,984-99.6% | $11,246-99.4% |