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 7-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 | $11,396 | $165,335-93.1% | $149,696-92.4% | $158,922-92.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 50.35% | 348.15%-297.8pp | 276.60%-226.3pp | 302.83%-252.5pp |
| Employer contribution / active EE | $2,543 | $5,103-50.2% | $4,644-45.2% | $4,761-46.6% |
| Participant deferral / active EE | $4,025 | $7,181-44.0% | $6,842-41.2% | $5,982-32.7% |
| Admin fee / account holder | $15 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |