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 | $28,691 | $162,781-82.4% | $133,956-78.6% | $158,922-81.9% |
| Participation rate | 62.5% | 83.2%-20.7pp | 79.8%-17.3pp | 82.0%-19.5pp |
| Annual return | 26.42% | 41.94%-15.5pp | 45.09%-18.7pp | 302.83%-276.4pp |
| Employer contribution / active EE | $2,142 | $4,975-57.0% | $3,919-45.3% | $4,761-55.0% |
| Participant deferral / active EE | $4,957 | $5,911-16.1% | $5,048-1.8% | $5,982-17.1% |
| Admin fee / account holder | $97 | $11,736-99.2% | $8,927-98.9% | $11,246-99.1% |