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 | $10,276 | $99,652-89.7% | $78,778-87.0% | $147,584-93.0% |
| Participation rate | 61.5% | 76.2%-14.7pp | 69.2%-7.7pp | 82.8%-21.3pp |
| Annual return | 20.48% | 47.28%-26.8pp | 35.62%-15.1pp | 578.55%-558.1pp |
| Employer contribution / active EE | $1,475 | $2,796-47.2% | $1,986-25.7% | $4,876-69.8% |
| Participant deferral / active EE | $1,679 | $3,664-54.2% | $2,958-43.2% | $5,439-69.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |