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 | $21,569 | $171,865-87.4% | $149,718-85.6% | $147,584-85.4% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 20.85% | 2113.22%-2092.4pp | 1501.63%-1480.8pp | 578.55%-557.7pp |
| Employer contribution / active EE | $1,518 | $6,275-75.8% | $5,445-72.1% | $4,876-68.9% |
| Participant deferral / active EE | $3,749 | $7,271-48.4% | $6,569-42.9% | $5,439-31.1% |
| Admin fee / account holder | $65 | $13,799-99.5% | $11,283-99.4% | $10,885-99.4% |