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 5-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 | $10,868 | $154,365-93.0% | $130,231-91.7% | $139,434-92.2% |
| Participation rate | 66.7% | 79.9%-13.3pp | 76.3%-9.6pp | 80.3%-13.7pp |
| Annual return | 46.18% | 30.34%+15.8pp | 38.77%+7.4pp | 372.94%-326.8pp |
| Employer contribution / active EE | $2,433 | $5,170-52.9% | $4,126-41.0% | $4,751-48.8% |
| Participant deferral / active EE | $2,476 | $8,498-70.9% | $6,799-63.6% | $6,710-63.1% |
| Admin fee / account holder | $177 | $9,214-98.1% | $6,020-97.1% | $11,403-98.4% |