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 8-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 | $6,802 | $108,642-93.7% | $74,701-90.9% | $152,861-95.6% |
| Participation rate | 47.8% | 65.3%-17.5pp | 54.5%-6.6pp | 82.4%-34.6pp |
| Annual return | 60.20% | 114.06%-53.9pp | 752.92%-692.7pp | 345.32%-285.1pp |
| Employer contribution / active EE | $465 | $1,503-69.1% | $1,084-57.1% | $4,762-90.2% |
| Participant deferral / active EE | $1,882 | $2,712-30.6% | $1,964-4.2% | $5,850-67.8% |
| Admin fee / account holder | $20 | $4,902-99.6% | $3,333-99.4% | $11,596-99.8% |