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 | $8,952 | $106,890-91.6% | $84,015-89.3% | $152,861-94.1% |
| Participation rate | 63.6% | 75.2%-11.6pp | 69.0%-5.4pp | 82.4%-18.8pp |
| Annual return | 25.88% | 104.99%-79.1pp | 71.31%-45.4pp | 345.32%-319.4pp |
| Employer contribution / active EE | $434 | $2,734-84.1% | $1,983-78.1% | $4,762-90.9% |
| Participant deferral / active EE | $1,782 | $4,011-55.6% | $3,239-45.0% | $5,850-69.5% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |