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 | $12,698 | $148,534-91.5% | $135,903-90.7% | $139,434-90.9% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 97.90% | 79.19%+18.7pp | 68.23%+29.7pp | 372.94%-275.0pp |
| Employer contribution / active EE | $2,268 | $5,243-56.7% | $4,856-53.3% | $4,751-52.3% |
| Participant deferral / active EE | $4,673 | $8,100-42.3% | $7,758-39.8% | $6,710-30.4% |
| Admin fee / account holder | $96 | $12,400-99.2% | $10,762-99.1% | $11,403-99.2% |