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 | $8,531 | $73,515-88.4% | $62,995-86.5% | $147,584-94.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.8%-14.8pp | 82.8%-22.8pp |
| Annual return | 28.22% | 175.43%-147.2pp | 87.57%-59.3pp | 578.55%-550.3pp |
| Employer contribution / active EE | $1,860 | $3,320-44.0% | $2,759-32.6% | $4,876-61.9% |
| Participant deferral / active EE | $2,205 | $4,185-47.3% | $3,329-33.8% | $5,439-59.5% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |