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 5-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 | $1,090 | $81,625-98.7% | $58,482-98.1% | $139,434-99.2% |
| Participation rate | 45.5% | 61.3%-15.9pp | 50.9%-5.4pp | 80.3%-34.9pp |
| Annual return | 73.94% | 7404.20%-7330.3pp | 4239.32%-4165.4pp | 372.94%-299.0pp |
| Employer contribution / active EE | $133 | $1,398-90.5% | $1,053-87.4% | $4,751-97.2% |
| Participant deferral / active EE | $505 | $2,557-80.3% | $1,924-73.8% | $6,710-92.5% |
| Admin fee / account holder | $2 | $3,265-99.9% | $2,516-99.9% | $11,403-100.0% |