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 | $23,525 | $98,750-76.2% | $149,696-84.3% | $79,858-70.5% |
| Participation rate | 68.6% | 75.8%-7.2pp | 82.5%-13.9pp | 69.6%-1.1pp |
| Annual return | 116.62% | 27.43%+89.2pp | 276.60%-160.0pp | 31.71%+84.9pp |
| Employer contribution / active EE | $2,237 | $3,216-30.5% | $4,644-51.8% | $2,471-9.5% |
| Participant deferral / active EE | $4,414 | $5,680-22.3% | $6,842-35.5% | $3,740+18.0% |
| Admin fee / account holder | $154 | $6,053-97.5% | $9,309-98.3% | $5,306-97.1% |