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 8-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 | $19,919 | $209,411-90.5% | $178,490-88.8% | $158,922-87.5% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 29.23% | 188.75%-159.5pp | 151.07%-121.8pp | 302.83%-273.6pp |
| Employer contribution / active EE | $1,985 | $5,706-65.2% | $5,011-60.4% | $4,761-58.3% |
| Participant deferral / active EE | $3,178 | $5,954-46.6% | $5,202-38.9% | $5,982-46.9% |
| Admin fee / account holder | $118 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |