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 | $7,552 | $70,669-89.3% | $169,368-95.5% | $75,163-90.0% |
| Participation rate | 6.3% | 64.8%-58.5pp | 77.1%-70.9pp | 67.2%-60.9pp |
| Annual return | 15.13% | 36.36%-21.2pp | 405.60%-390.5pp | 160.62%-145.5pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $6,221-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $5,402-100.0% | $9,003-100.0% | $5,651-100.0% |