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 | $6,594 | $100,852-93.5% | $90,404-92.7% | $158,922-95.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 51.03% | 1724.20%-1673.2pp | 1293.02%-1242.0pp | 302.83%-251.8pp |
| Employer contribution / active EE | $165 | $3,689-95.5% | $3,262-94.9% | $4,761-96.5% |
| Participant deferral / active EE | $2,917 | $4,348-32.9% | $3,963-26.4% | $5,982-51.2% |
| Admin fee / account holder | $214 | $6,501-96.7% | $5,611-96.2% | $11,246-98.1% |