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 3-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 | $840 | $70,606-98.8% | $53,898-98.4% | $142,382-99.4% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 39.40% | 619.81%-580.4pp | 528.60%-489.2pp | 217.08%-177.7pp |
| Employer contribution / active EE | $939 | $1,202-21.8% | $932+0.8% | $4,299-78.1% |
| Participant deferral / active EE | $1,450 | $2,364-38.7% | $1,826-20.6% | $6,507-77.7% |
| Admin fee / account holder | $160 | $2,852-94.4% | $2,491-93.6% | $12,624-98.7% |