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 | $12,829 | $175,202-92.7% | $149,673-91.4% | $139,434-90.8% |
| Participation rate | 40.9% | 83.4%-42.5pp | 78.8%-37.9pp | 80.3%-39.4pp |
| Annual return | 49.85% | 166.71%-116.9pp | 134.42%-84.6pp | 372.94%-323.1pp |
| Employer contribution / active EE | $1,499 | $5,474-72.6% | $4,818-68.9% | $4,751-68.5% |
| Participant deferral / active EE | $3,156 | $6,519-51.6% | $5,680-44.4% | $6,710-53.0% |
| Admin fee / account holder | $221 | $16,150-98.6% | $13,210-98.3% | $11,403-98.1% |