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 9-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 | $14,910 | $117,381-87.3% | $99,443-85.0% | $152,861-90.2% |
| Participation rate | 66.7% | 77.5%-10.9pp | 73.8%-7.2pp | 82.4%-15.8pp |
| Annual return | 26.37% | 31.87%-5.5pp | 30.72%-4.4pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,206 | $3,013-60.0% | $2,540-52.5% | $4,762-74.7% |
| Participant deferral / active EE | $2,501 | $4,086-38.8% | $3,619-30.9% | $5,850-57.2% |
| Admin fee / account holder | $11 | $7,631-99.9% | $6,250-99.8% | $11,596-99.9% |