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 6-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 | $10,160 | $109,327-90.7% | $89,391-88.6% | $158,922-93.6% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.0%-10.8pp | 82.0%-24.8pp |
| Annual return | 47.66% | 345.68%-298.0pp | 245.62%-198.0pp | 302.83%-255.2pp |
| Employer contribution / active EE | $1,430 | $3,170-54.9% | $2,586-44.7% | $4,761-70.0% |
| Participant deferral / active EE | $2,481 | $4,598-46.0% | $3,890-36.2% | $5,982-58.5% |
| Admin fee / account holder | $4 | $6,153-99.9% | $4,881-99.9% | $11,246-100.0% |