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 9-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 | $10,243 | $198,466-94.8% | $170,442-94.0% | $147,584-93.1% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 40.60% | 257.29%-216.7pp | 205.93%-165.3pp | 578.55%-537.9pp |
| Employer contribution / active EE | $3,619 | $6,184-41.5% | $5,433-33.4% | $4,876-25.8% |
| Participant deferral / active EE | $4,479 | $5,629-20.4% | $4,939-9.3% | $5,439-17.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |