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 | $10,180 | $150,440-93.2% | $136,294-92.5% | $147,584-93.1% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 86.39% | 1049.08%-962.7pp | 5155.94%-5069.6pp | 578.55%-492.2pp |
| Employer contribution / active EE | $2,170 | $5,256-58.7% | $4,695-53.8% | $4,876-55.5% |
| Participant deferral / active EE | $3,181 | $6,630-52.0% | $6,247-49.1% | $5,439-41.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |