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 4-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 | $10,823 | $175,202-93.8% | $149,673-92.8% | $139,434-92.2% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 34.46% | 166.71%-132.3pp | 134.42%-100.0pp | 372.94%-338.5pp |
| Employer contribution / active EE | $1,352 | $5,474-75.3% | $4,818-71.9% | $4,751-71.5% |
| Participant deferral / active EE | $2,765 | $6,519-57.6% | $5,680-51.3% | $6,710-58.8% |
| Admin fee / account holder | $58 | $16,150-99.6% | $13,210-99.6% | $11,403-99.5% |