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 | $10,299 | $111,754-90.8% | $103,333-90.0% | $145,922-92.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 39.70% | 24.77%+14.9pp | 24.88%+14.8pp | 561.29%-521.6pp |
| Employer contribution / active EE | $2,317 | $4,212-45.0% | $3,868-40.1% | $4,660-50.3% |
| Participant deferral / active EE | $6,345 | $5,619+12.9% | $5,057+25.5% | $6,688-5.1% |
| Admin fee / account holder | $57 | $9,750-99.4% | $8,355-99.3% | $13,397-99.6% |