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 10-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 | $1,873 | $99,020-98.1% | $86,590-97.8% | $147,584-98.7% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 33.10% | 1312.34%-1279.2pp | 964.84%-931.7pp | 578.55%-545.4pp |
| Employer contribution / active EE | $423 | $3,132-86.5% | $2,839-85.1% | $4,876-91.3% |
| Participant deferral / active EE | $683 | $3,972-82.8% | $3,609-81.1% | $5,439-87.4% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |