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 5-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 | $9,027 | $210,648-95.7% | $177,989-94.9% | $145,922-93.8% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 35.84% | 385.86%-350.0pp | 294.48%-258.6pp | 561.29%-525.4pp |
| Employer contribution / active EE | $1,362 | $4,565-70.2% | $3,949-65.5% | $4,660-70.8% |
| Participant deferral / active EE | $1,687 | $6,958-75.8% | $6,276-73.1% | $6,688-74.8% |
| Admin fee / account holder | $18 | $12,013-99.9% | $10,363-99.8% | $13,397-99.9% |