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 | $9,976 | $214,378-95.3% | $200,582-95.0% | $142,382-93.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 48.32% | 46.41%+1.9pp | 42.33%+6.0pp | 217.08%-168.8pp |
| Employer contribution / active EE | $3,151 | $6,841-53.9% | $6,419-50.9% | $4,299-26.7% |
| Participant deferral / active EE | $4,271 | $9,865-56.7% | $9,331-54.2% | $6,507-34.4% |
| Admin fee / account holder | $49 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |