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 9-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 | $15,632 | $150,440-89.6% | $136,294-88.5% | $147,584-89.4% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 28.33% | 1049.08%-1020.8pp | 5155.94%-5127.6pp | 578.55%-550.2pp |
| Employer contribution / active EE | $3,004 | $5,256-42.8% | $4,695-36.0% | $4,876-38.4% |
| Participant deferral / active EE | $3,512 | $6,630-47.0% | $6,247-43.8% | $5,439-35.4% |
| Admin fee / account holder | $39 | $10,905-99.6% | $9,243-99.6% | $10,885-99.6% |