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 4-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 | $14,225 | $175,202-91.9% | $149,673-90.5% | $139,434-89.8% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 32.94% | 166.71%-133.8pp | 134.42%-101.5pp | 372.94%-340.0pp |
| Employer contribution / active EE | $1,471 | $5,474-73.1% | $4,818-69.5% | $4,751-69.0% |
| Participant deferral / active EE | $4,118 | $6,519-36.8% | $5,680-27.5% | $6,710-38.6% |
| Admin fee / account holder | $197 | $16,150-98.8% | $13,210-98.5% | $11,403-98.3% |