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 | $6,860 | $100,852-93.2% | $90,404-92.4% | $158,922-95.7% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.7%-35.2pp | 82.0%-44.5pp |
| Annual return | 35.15% | 1724.20%-1689.1pp | 1293.02%-1257.9pp | 302.83%-267.7pp |
| Employer contribution / active EE | $870 | $3,689-76.4% | $3,262-73.3% | $4,761-81.7% |
| Participant deferral / active EE | $1,063 | $4,348-75.6% | $3,963-73.2% | $5,982-82.2% |
| Admin fee / account holder | $56 | $6,501-99.1% | $5,611-99.0% | $11,246-99.5% |