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 | $13,719 | $152,587-91.0% | $125,175-89.0% | $152,861-91.0% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 27.76% | 54.84%-27.1pp | 43.79%-16.0pp | 345.32%-317.6pp |
| Employer contribution / active EE | $1,380 | $4,946-72.1% | $3,865-64.3% | $4,762-71.0% |
| Participant deferral / active EE | $2,834 | $5,868-51.7% | $4,937-42.6% | $5,850-51.6% |
| Admin fee / account holder | $25 | $13,434-99.8% | $9,702-99.7% | $11,596-99.8% |