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 | $16,062 | $138,065-88.4% | $123,544-87.0% | $135,375-88.1% |
| Participation rate | 38.9% | 84.7%-45.8pp | 82.3%-43.4pp | 82.6%-43.8pp |
| Annual return | 10.88% | 153.68%-142.8pp | 119.20%-108.3pp | 519.73%-508.9pp |
| Employer contribution / active EE | $1,063 | $5,151-79.4% | $4,628-77.0% | $4,779-77.8% |
| Participant deferral / active EE | $2,762 | $6,799-59.4% | $6,426-57.0% | $5,609-50.8% |
| Admin fee / account holder | $86 | $10,916-99.2% | $9,284-99.1% | $10,827-99.2% |