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 | $7,571 | $102,966-92.6% | $90,281-91.6% | $152,861-95.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 26.49% | 95.16%-68.7pp | 78.10%-51.6pp | 345.32%-318.8pp |
| Employer contribution / active EE | $7,585 | $3,139+141.7% | $2,854+165.7% | $4,762+59.3% |
| Participant deferral / active EE | $1,622 | $4,281-62.1% | $3,885-58.3% | $5,850-72.3% |
| Admin fee / account holder | $295 | $6,171-95.2% | $5,351-94.5% | $11,596-97.5% |