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 | $16,523 | $209,411-92.1% | $178,490-90.7% | $158,922-89.6% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 30.24% | 188.75%-158.5pp | 151.07%-120.8pp | 302.83%-272.6pp |
| Employer contribution / active EE | $2,240 | $5,706-60.7% | $5,011-55.3% | $4,761-52.9% |
| Participant deferral / active EE | $4,283 | $5,954-28.1% | $5,202-17.7% | $5,982-28.4% |
| Admin fee / account holder | $78 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |