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 | $12,417 | $103,376-88.0% | $87,100-85.7% | $152,861-91.9% |
| Participation rate | 58.3% | 79.3%-21.0pp | 76.9%-18.5pp | 82.4%-24.1pp |
| Annual return | 43.51% | 28.10%+15.4pp | 28.19%+15.3pp | 345.32%-301.8pp |
| Employer contribution / active EE | $1,916 | $3,220-40.5% | $2,521-24.0% | $4,762-59.8% |
| Participant deferral / active EE | $2,681 | $4,778-43.9% | $4,049-33.8% | $5,850-54.2% |
| Admin fee / account holder | $57 | $12,205-99.5% | $7,497-99.2% | $11,596-99.5% |