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 | $16,667 | $150,440-88.9% | $136,294-87.8% | $147,584-88.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 27.49% | 1049.08%-1021.6pp | 5155.94%-5128.4pp | 578.55%-551.1pp |
| Employer contribution / active EE | $2,500 | $5,256-52.4% | $4,695-46.8% | $4,876-48.7% |
| Participant deferral / active EE | $3,181 | $6,630-52.0% | $6,247-49.1% | $5,439-41.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |