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 3-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 | $989 | $169,032-99.4% | $129,207-99.2% | $145,922-99.3% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 14.60% | 14330.11%-14315.5pp | 9417.33%-9402.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $345 | $5,537-93.8% | $4,153-91.7% | $4,660-92.6% |
| Participant deferral / active EE | $379 | $4,987-92.4% | $4,168-90.9% | $6,688-94.3% |
| Admin fee / account holder | $20 | $9,954-99.8% | $7,715-99.7% | $13,397-99.8% |