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 | $8,260 | $185,200-95.5% | $142,863-94.2% | $167,490-95.1% |
| Participation rate | 55.6% | 78.4%-22.9pp | 71.9%-16.4pp | 82.1%-26.5pp |
| Annual return | 16.70% | 8555.70%-8539.0pp | 5637.54%-5620.8pp | 478.56%-461.9pp |
| Employer contribution / active EE | $471 | $5,604-91.6% | $4,144-88.6% | $4,837-90.3% |
| Participant deferral / active EE | $823 | $4,494-81.7% | $3,837-78.6% | $6,341-87.0% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |