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 | $9,550 | $99,020-90.4% | $86,590-89.0% | $147,584-93.5% |
| Participation rate | 37.5% | 76.3%-38.8pp | 73.5%-36.0pp | 82.8%-45.3pp |
| Annual return | 20.25% | 1312.34%-1292.1pp | 964.84%-944.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $869 | $3,132-72.3% | $2,839-69.4% | $4,876-82.2% |
| Participant deferral / active EE | $958 | $3,972-75.9% | $3,609-73.4% | $5,439-82.4% |
| Admin fee / account holder | $6 | $5,710-99.9% | $4,906-99.9% | $10,885-99.9% |