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 | $10,241 | $58,927-82.6% | $76,817-86.7% | $72,985-86.0% |
| Participation rate | 57.7% | 67.3%-9.6pp | 72.1%-14.4pp | 69.5%-11.8pp |
| Annual return | 25.27% | 2305.64%-2280.4pp | 1166.11%-1140.8pp | 81.00%-55.7pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,431 | $2,690-9.6% | $3,336-27.1% | $3,607-32.6% |
| Admin fee / account holder | $276 | $4,013-93.1% | $6,420-95.7% | $5,124-94.6% |