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 5-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 | $10,796 | $175,202-93.8% | $149,673-92.8% | $139,434-92.3% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 35.81% | 166.71%-130.9pp | 134.42%-98.6pp | 372.94%-337.1pp |
| Employer contribution / active EE | $1,781 | $5,474-67.5% | $4,818-63.0% | $4,751-62.5% |
| Participant deferral / active EE | $4,586 | $6,519-29.6% | $5,680-19.3% | $6,710-31.7% |
| Admin fee / account holder | $159 | $16,150-99.0% | $13,210-98.8% | $11,403-98.6% |