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 | $14,418 | $107,334-86.6% | $92,893-84.5% | $152,861-90.6% |
| Participation rate | 54.2% | 79.8%-25.6pp | 76.0%-21.8pp | 82.4%-28.3pp |
| Annual return | 46.69% | 145.58%-98.9pp | 109.41%-62.7pp | 345.32%-298.6pp |
| Employer contribution / active EE | $2,621 | $4,221-37.9% | $3,653-28.2% | $4,762-45.0% |
| Participant deferral / active EE | $3,630 | $4,845-25.1% | $4,236-14.3% | $5,850-37.9% |
| Admin fee / account holder | $271 | $7,079-96.2% | $5,794-95.3% | $11,596-97.7% |