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 | $3,765 | $96,305-96.1% | $80,569-95.3% | $139,434-97.3% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 45.19% | 1350.08%-1304.9pp | 935.43%-890.2pp | 372.94%-327.7pp |
| Employer contribution / active EE | $1,001 | $3,262-69.3% | $2,723-63.2% | $4,751-78.9% |
| Participant deferral / active EE | $1,001 | $5,232-80.9% | $4,447-77.5% | $6,710-85.1% |
| Admin fee / account holder | $4 | $6,599-99.9% | $5,377-99.9% | $11,403-100.0% |