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 | $149 | $65,409-99.8% | $98,442-99.8% | $85,850-99.8% |
| Participation rate | 42.9% | 65.0%-22.1pp | 73.3%-30.5pp | 69.3%-26.5pp |
| Annual return | 13.75% | 21.76%-8.0pp | 1492.73%-1479.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |