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 | $959 | $226,064-99.6% | $182,532-99.5% | $152,861-99.4% |
| Participation rate | 23.5% | 82.5%-58.9pp | 78.0%-54.4pp | 82.4%-58.9pp |
| Annual return | 17.96% | 192.51%-174.5pp | 148.54%-130.6pp | 345.32%-327.4pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,524-100.0% | $5,850-100.0% |
| Admin fee / account holder | $14 | $10,703-99.9% | $8,592-99.8% | $11,596-99.9% |