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 7-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 | $16,092 | $228,332-93.0% | $185,823-91.3% | $158,922-89.9% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 23.40% | 40.80%-17.4pp | 35.95%-12.6pp | 302.83%-279.4pp |
| Employer contribution / active EE | $1,537 | $4,967-69.1% | $4,087-62.4% | $4,761-67.7% |
| Participant deferral / active EE | $1,950 | $6,415-69.6% | $5,632-65.4% | $5,982-67.4% |
| Admin fee / account holder | $2 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |