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 | $10,145 | $99,652-89.8% | $78,778-87.1% | $147,584-93.1% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.2%-29.2pp | 82.8%-42.8pp |
| Annual return | 24.00% | 47.28%-23.3pp | 35.62%-11.6pp | 578.55%-554.5pp |
| Employer contribution / active EE | $745 | $2,796-73.4% | $1,986-62.5% | $4,876-84.7% |
| Participant deferral / active EE | $3,763 | $3,664+2.7% | $2,958+27.2% | $5,439-30.8% |
| Admin fee / account holder | $50 | $7,155-99.3% | $5,134-99.0% | $10,885-99.5% |