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 4-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 | $888 | $81,625-98.9% | $58,482-98.5% | $139,434-99.4% |
| Participation rate | 56.3% | 61.3%-5.1pp | 50.9%+5.4pp | 80.3%-24.1pp |
| Annual return | 17.16% | 7404.20%-7387.0pp | 4239.32%-4222.2pp | 372.94%-355.8pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $280 | $2,557-89.1% | $1,924-85.5% | $6,710-95.8% |
| Admin fee / account holder | $262 | $3,265-92.0% | $2,516-89.6% | $11,403-97.7% |