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 4-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 | $671 | $81,625-99.2% | $58,482-98.9% | $139,434-99.5% |
| Participation rate | 36.4% | 61.3%-25.0pp | 50.9%-14.5pp | 80.3%-44.0pp |
| Annual return | 8.60% | 7404.20%-7395.6pp | 4239.32%-4230.7pp | 372.94%-364.3pp |
| Employer contribution / active EE | $435 | $1,398-68.9% | $1,053-58.7% | $4,751-90.8% |
| Participant deferral / active EE | $681 | $2,557-73.4% | $1,924-64.6% | $6,710-89.8% |
| Admin fee / account holder | $274 | $3,265-91.6% | $2,516-89.1% | $11,403-97.6% |