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 | $11,369 | $148,534-92.3% | $135,903-91.6% | $139,434-91.8% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 78.43% | 79.19%-0.8pp | 68.23%+10.2pp | 372.94%-294.5pp |
| Employer contribution / active EE | $1,747 | $5,243-66.7% | $4,856-64.0% | $4,751-63.2% |
| Participant deferral / active EE | $3,687 | $8,100-54.5% | $7,758-52.5% | $6,710-45.1% |
| Admin fee / account holder | $66 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |