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 7-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 | $26,085 | $185,822-86.0% | $169,993-84.7% | $139,434-81.3% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 28.96% | 60.50%-31.5pp | 53.37%-24.4pp | 372.94%-344.0pp |
| Employer contribution / active EE | $2,098 | $7,590-72.4% | $6,785-69.1% | $4,751-55.8% |
| Participant deferral / active EE | $3,557 | $11,622-69.4% | $10,408-65.8% | $6,710-47.0% |
| Admin fee / account holder | $99 | $15,381-99.4% | $12,815-99.2% | $11,403-99.1% |