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 | $1,202 | $81,625-98.5% | $58,482-97.9% | $139,434-99.1% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 18.87% | 7404.20%-7385.3pp | 4239.32%-4220.4pp | 372.94%-354.1pp |
| Employer contribution / active EE | $521 | $1,398-62.8% | $1,053-50.6% | $4,751-89.0% |
| Participant deferral / active EE | $792 | $2,557-69.0% | $1,924-58.8% | $6,710-88.2% |
| Admin fee / account holder | $133 | $3,265-95.9% | $2,516-94.7% | $11,403-98.8% |