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 10-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 | $9,260 | $102,966-91.0% | $90,281-89.7% | $152,861-93.9% |
| Participation rate | 55.0% | 75.9%-20.9pp | 73.3%-18.3pp | 82.4%-27.4pp |
| Annual return | 26.07% | 95.16%-69.1pp | 78.10%-52.0pp | 345.32%-319.2pp |
| Employer contribution / active EE | $896 | $3,139-71.5% | $2,854-68.6% | $4,762-81.2% |
| Participant deferral / active EE | $1,355 | $4,281-68.3% | $3,885-65.1% | $5,850-76.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |