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 | $7,899 | $105,998-92.5% | $92,233-91.4% | $147,584-94.6% |
| Participation rate | 53.3% | 80.4%-27.1pp | 76.5%-23.1pp | 82.8%-29.5pp |
| Annual return | 36.06% | 50.05%-14.0pp | 176.28%-140.2pp | 578.55%-542.5pp |
| Employer contribution / active EE | $1,164 | $4,333-73.1% | $3,679-68.4% | $4,876-76.1% |
| Participant deferral / active EE | $1,585 | $4,478-64.6% | $3,897-59.3% | $5,439-70.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |