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 3-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 | $8,886 | $159,602-94.4% | $150,045-94.1% | $142,382-93.8% |
| Participation rate | 61.5% | 84.0%-22.4pp | 82.3%-20.8pp | 80.1%-18.6pp |
| Annual return | 24.62% | 70.24%-45.6pp | 62.55%-37.9pp | 217.08%-192.5pp |
| Employer contribution / active EE | $2,236 | $4,961-54.9% | $4,693-52.4% | $4,299-48.0% |
| Participant deferral / active EE | $3,960 | $8,310-52.3% | $7,997-50.5% | $6,507-39.1% |
| Admin fee / account holder | $290 | $14,846-98.0% | $13,435-97.8% | $12,624-97.7% |