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 7-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 | $4,220 | $100,852-95.8% | $90,404-95.3% | $158,922-97.3% |
| Participation rate | 45.8% | 75.0%-29.2pp | 72.7%-26.8pp | 82.0%-36.1pp |
| Annual return | 37.45% | 1724.20%-1686.8pp | 1293.02%-1255.6pp | 302.83%-265.4pp |
| Employer contribution / active EE | $291 | $3,689-92.1% | $3,262-91.1% | $4,761-93.9% |
| Participant deferral / active EE | $1,558 | $4,348-64.2% | $3,963-60.7% | $5,982-74.0% |
| Admin fee / account holder | $145 | $6,501-97.8% | $5,611-97.4% | $11,246-98.7% |