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 | $7,542 | $165,335-95.4% | $149,696-95.0% | $158,922-95.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 151.89% | 348.15%-196.3pp | 276.60%-124.7pp | 302.83%-150.9pp |
| Employer contribution / active EE | $1,044 | $5,103-79.5% | $4,644-77.5% | $4,761-78.1% |
| Participant deferral / active EE | $6,119 | $7,181-14.8% | $6,842-10.6% | $5,982+2.3% |
| Admin fee / account holder | $98 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |