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 6-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 | $1,601 | $185,200-99.1% | $142,863-98.9% | $167,490-99.0% |
| Participation rate | 66.7% | 78.4%-11.8pp | 71.9%-5.3pp | 82.1%-15.4pp |
| Annual return | 19.50% | 8555.70%-8536.2pp | 5637.54%-5618.0pp | 478.56%-459.1pp |
| Employer contribution / active EE | $608 | $5,604-89.1% | $4,144-85.3% | $4,837-87.4% |
| Participant deferral / active EE | $259 | $4,494-94.2% | $3,837-93.3% | $6,341-95.9% |
| Admin fee / account holder | $115 | $8,031-98.6% | $6,560-98.3% | $12,309-99.1% |