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 3-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 | $4,982 | $109,817-95.5% | $98,442-94.9% | $167,490-97.0% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 9.94% | 1956.69%-1946.8pp | 1492.73%-1482.8pp | 478.56%-468.6pp |
| Employer contribution / active EE | $360 | $3,224-88.8% | $2,960-87.8% | $4,837-92.6% |
| Participant deferral / active EE | $913 | $4,673-80.5% | $4,276-78.6% | $6,341-85.6% |
| Admin fee / account holder | $15 | $6,753-99.8% | $5,949-99.7% | $12,309-99.9% |