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 | $10,262 | $73,515-86.0% | $62,995-83.7% | $147,584-93.0% |
| Participation rate | 53.8% | 77.9%-24.0pp | 74.8%-21.0pp | 82.8%-29.0pp |
| Annual return | 30.69% | 175.43%-144.7pp | 87.57%-56.9pp | 578.55%-547.9pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,048 | $4,185-3.3% | $3,329+21.6% | $5,439-25.6% |
| Admin fee / account holder | $65 | $5,953-98.9% | $3,600-98.2% | $10,885-99.4% |