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 | $25,665 | $185,822-86.2% | $169,993-84.9% | $139,434-81.6% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 57.91% | 60.50%-2.6pp | 53.37%+4.5pp | 372.94%-315.0pp |
| Employer contribution / active EE | $2,000 | $7,590-73.6% | $6,785-70.5% | $4,751-57.9% |
| Participant deferral / active EE | $3,619 | $11,622-68.9% | $10,408-65.2% | $6,710-46.1% |
| Admin fee / account holder | $260 | $15,381-98.3% | $12,815-98.0% | $11,403-97.7% |