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 | $9,792 | $105,998-90.8% | $92,233-89.4% | $147,584-93.4% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 25.25% | 50.05%-24.8pp | 176.28%-151.0pp | 578.55%-553.3pp |
| Employer contribution / active EE | $1,726 | $4,333-60.2% | $3,679-53.1% | $4,876-64.6% |
| Participant deferral / active EE | $4,321 | $4,478-3.5% | $3,897+10.9% | $5,439-20.6% |
| Admin fee / account holder | $246 | $6,332-96.1% | $5,194-95.3% | $10,885-97.7% |