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 | $4,165 | $121,625-96.6% | $104,607-96.0% | $158,922-97.4% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 3848.61% | 465.26%+3383.4pp | 340.46%+3508.1pp | 302.83%+3545.8pp |
| Employer contribution / active EE | $1,130 | $3,163-64.3% | $2,681-57.9% | $4,761-76.3% |
| Participant deferral / active EE | $1,867 | $4,177-55.3% | $3,740-50.1% | $5,982-68.8% |
| Admin fee / account holder | $7 | $7,787-99.9% | $6,473-99.9% | $11,246-99.9% |