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 | $4,102 | $100,852-95.9% | $90,404-95.5% | $158,922-97.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 40.91% | 1724.20%-1683.3pp | 1293.02%-1252.1pp | 302.83%-261.9pp |
| Employer contribution / active EE | $967 | $3,689-73.8% | $3,262-70.3% | $4,761-79.7% |
| Participant deferral / active EE | $1,728 | $4,348-60.3% | $3,963-56.4% | $5,982-71.1% |
| Admin fee / account holder | $34 | $6,501-99.5% | $5,611-99.4% | $11,246-99.7% |