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 | $5,581 | $209,411-97.3% | $178,490-96.9% | $158,922-96.5% |
| Participation rate | 45.5% | 86.3%-40.9pp | 81.9%-36.5pp | 82.0%-36.5pp |
| Annual return | 1567.84% | 188.75%+1379.1pp | 151.07%+1416.8pp | 302.83%+1265.0pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,235 | $5,954-62.5% | $5,202-57.0% | $5,982-62.6% |
| Admin fee / account holder | $55 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |