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 | $22,543 | $150,440-85.0% | $136,294-83.5% | $147,584-84.7% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 58.19% | 1049.08%-990.9pp | 5155.94%-5097.8pp | 578.55%-520.4pp |
| Employer contribution / active EE | $3,634 | $5,256-30.9% | $4,695-22.6% | $4,876-25.5% |
| Participant deferral / active EE | $3,683 | $6,630-44.5% | $6,247-41.0% | $5,439-32.3% |
| Admin fee / account holder | $108 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |