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 8-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 | $8,804 | $104,486-91.6% | $76,817-88.5% | $152,861-94.2% |
| Participation rate | 26.7% | 76.6%-49.9pp | 72.1%-45.4pp | 82.4%-55.8pp |
| Annual return | 44.09% | 1013.37%-969.3pp | 1166.11%-1122.0pp | 345.32%-301.2pp |
| Employer contribution / active EE | $574 | $3,116-81.6% | $2,302-75.1% | $4,762-87.9% |
| Participant deferral / active EE | $830 | $4,236-80.4% | $3,336-75.1% | $5,850-85.8% |
| Admin fee / account holder | $23 | $12,275-99.8% | $6,420-99.6% | $11,596-99.8% |