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 5-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 | $790 | $81,625-99.0% | $58,482-98.6% | $139,434-99.4% |
| Participation rate | 63.6% | 61.3%+2.3pp | 50.9%+12.8pp | 80.3%-16.7pp |
| Annual return | 145.17% | 7404.20%-7259.0pp | 4239.32%-4094.2pp | 372.94%-227.8pp |
| Employer contribution / active EE | $145 | $1,398-89.6% | $1,053-86.3% | $4,751-97.0% |
| Participant deferral / active EE | $583 | $2,557-77.2% | $1,924-69.7% | $6,710-91.3% |
| Admin fee / account holder | $1 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |