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 | $548 | $76,738-99.3% | $56,411-99.0% | $145,922-99.6% |
| Participation rate | 53.3% | 63.2%-9.9pp | 52.5%+0.9pp | 80.3%-26.9pp |
| Annual return | 16.71% | 2994.23%-2977.5pp | 1701.33%-1684.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $153 | $1,380-88.9% | $1,039-85.2% | $4,660-96.7% |
| Participant deferral / active EE | $334 | $2,623-87.3% | $1,952-82.9% | $6,688-95.0% |
| Admin fee / account holder | $56 | $3,334-98.3% | $2,829-98.0% | $13,397-99.6% |