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 | $20,694 | $202,318-89.8% | $172,739-88.0% | $152,861-86.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 25.75% | 1029.65%-1003.9pp | 802.84%-777.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,529 | $5,856-73.9% | $5,143-70.3% | $4,762-67.9% |
| Participant deferral / active EE | $5,058 | $5,948-15.0% | $5,198-2.7% | $5,850-13.5% |
| Admin fee / account holder | $110 | $17,109-99.4% | $13,954-99.2% | $11,596-99.1% |