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 | $7,819 | $99,020-92.1% | $86,590-91.0% | $147,584-94.7% |
| Participation rate | 40.0% | 76.3%-36.3pp | 73.5%-33.5pp | 82.8%-42.8pp |
| Annual return | 106.76% | 1312.34%-1205.6pp | 964.84%-858.1pp | 578.55%-471.8pp |
| Employer contribution / active EE | $826 | $3,132-73.6% | $2,839-70.9% | $4,876-83.1% |
| Participant deferral / active EE | $1,630 | $3,972-59.0% | $3,609-54.8% | $5,439-70.0% |
| Admin fee / account holder | $14 | $5,710-99.8% | $4,906-99.7% | $10,885-99.9% |