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 | $4,727 | $100,852-95.3% | $90,404-94.8% | $158,922-97.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 44.77% | 1724.20%-1679.4pp | 1293.02%-1248.2pp | 302.83%-258.1pp |
| Employer contribution / active EE | $1,193 | $3,689-67.7% | $3,262-63.4% | $4,761-74.9% |
| Participant deferral / active EE | $1,193 | $4,348-72.6% | $3,963-69.9% | $5,982-80.1% |
| Admin fee / account holder | $35 | $6,501-99.5% | $5,611-99.4% | $11,246-99.7% |