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 | $20,962 | $214,378-90.2% | $200,582-89.5% | $142,382-85.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 34.42% | 46.41%-12.0pp | 42.33%-7.9pp | 217.08%-182.7pp |
| Employer contribution / active EE | $1,500 | $6,841-78.1% | $6,419-76.6% | $4,299-65.1% |
| Participant deferral / active EE | $7,271 | $9,865-26.3% | $9,331-22.1% | $6,507+11.7% |
| Admin fee / account holder | $93 | $17,692-99.5% | $16,305-99.4% | $12,624-99.3% |