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 | $4,682 | $226,064-97.9% | $182,532-97.4% | $152,861-96.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 31.54% | 192.51%-161.0pp | 148.54%-117.0pp | 345.32%-313.8pp |
| Employer contribution / active EE | $815 | $4,978-83.6% | $4,076-80.0% | $4,762-82.9% |
| Participant deferral / active EE | $1,355 | $6,368-78.7% | $5,524-75.5% | $5,850-76.8% |
| Admin fee / account holder | $181 | $10,703-98.3% | $8,592-97.9% | $11,596-98.4% |