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 | $10,834 | $99,020-89.1% | $86,590-87.5% | $147,584-92.7% |
| Participation rate | 61.5% | 76.3%-14.8pp | 73.5%-12.0pp | 82.8%-21.3pp |
| Annual return | 23.72% | 1312.34%-1288.6pp | 964.84%-941.1pp | 578.55%-554.8pp |
| Employer contribution / active EE | $1,226 | $3,132-60.8% | $2,839-56.8% | $4,876-74.9% |
| Participant deferral / active EE | $1,495 | $3,972-62.4% | $3,609-58.6% | $5,439-72.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |