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 | $7,457 | $105,998-93.0% | $92,233-91.9% | $147,584-94.9% |
| Participation rate | 54.5% | 80.4%-25.9pp | 76.5%-21.9pp | 82.8%-28.3pp |
| Annual return | 31.49% | 50.05%-18.6pp | 176.28%-144.8pp | 578.55%-547.1pp |
| Employer contribution / active EE | $929 | $4,333-78.6% | $3,679-74.7% | $4,876-80.9% |
| Participant deferral / active EE | $1,855 | $4,478-58.6% | $3,897-52.4% | $5,439-65.9% |
| Admin fee / account holder | $46 | $6,332-99.3% | $5,194-99.1% | $10,885-99.6% |