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 | $4,955 | $185,200-97.3% | $142,863-96.5% | $167,490-97.0% |
| Participation rate | 50.0% | 78.4%-28.4pp | 71.9%-21.9pp | 82.1%-32.1pp |
| Annual return | 30.34% | 8555.70%-8525.4pp | 5637.54%-5607.2pp | 478.56%-448.2pp |
| Employer contribution / active EE | $1,437 | $5,604-74.4% | $4,144-65.3% | $4,837-70.3% |
| Participant deferral / active EE | $1,714 | $4,494-61.9% | $3,837-55.3% | $6,341-73.0% |
| Admin fee / account holder | $15 | $8,031-99.8% | $6,560-99.8% | $12,309-99.9% |