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 4-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 | $9,343 | $175,202-94.7% | $149,673-93.8% | $139,434-93.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 35.68% | 166.71%-131.0pp | 134.42%-98.7pp | 372.94%-337.3pp |
| Employer contribution / active EE | $1,465 | $5,474-73.2% | $4,818-69.6% | $4,751-69.2% |
| Participant deferral / active EE | $7,027 | $6,519+7.8% | $5,680+23.7% | $6,710+4.7% |
| Admin fee / account holder | $161 | $16,150-99.0% | $13,210-98.8% | $11,403-98.6% |