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 | $1,383 | $84,402-98.4% | $61,373-97.7% | $134,475-99.0% |
| Participation rate | 63.6% | 62.2%+1.4pp | 52.6%+11.1pp | 81.2%-17.6pp |
| Annual return | -19.84% | 584.55%-604.4pp | 338.61%-358.4pp | 417.96%-437.8pp |
| Employer contribution / active EE | $536 | $1,544-65.3% | $1,159-53.7% | $4,740-88.7% |
| Participant deferral / active EE | $652 | $2,819-76.9% | $2,125-69.3% | $6,400-89.8% |
| Admin fee / account holder | $10 | $2,585-99.6% | $2,130-99.5% | $11,426-99.9% |