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 6-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 | $17,777 | $209,411-91.5% | $178,490-90.0% | $158,922-88.8% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 34.60% | 188.75%-154.2pp | 151.07%-116.5pp | 302.83%-268.2pp |
| Employer contribution / active EE | $1,961 | $5,706-65.6% | $5,011-60.9% | $4,761-58.8% |
| Participant deferral / active EE | $3,732 | $5,954-37.3% | $5,202-28.2% | $5,982-37.6% |
| Admin fee / account holder | $42 | $17,074-99.8% | $13,984-99.7% | $11,246-99.6% |