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 5-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 | $14,302 | $175,202-91.8% | $149,673-90.4% | $139,434-89.7% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 18.66% | 166.71%-148.1pp | 134.42%-115.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,733 | $5,474-68.3% | $4,818-64.0% | $4,751-63.5% |
| Participant deferral / active EE | $3,346 | $6,519-48.7% | $5,680-41.1% | $6,710-50.1% |
| Admin fee / account holder | $204 | $16,150-98.7% | $13,210-98.5% | $11,403-98.2% |