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 | $1,782 | $27,915-93.6% | $58,482-97.0% | $75,163-97.6% |
| Participation rate | 56.0% | 38.8%+17.2pp | 50.9%+5.1pp | 67.2%-11.2pp |
| Annual return | 27.64% | 44.20%-16.6pp | 4239.32%-4211.7pp | 160.62%-133.0pp |
| Employer contribution / active EE | $203 | $669-69.7% | $1,053-80.8% | $2,670-92.4% |
| Participant deferral / active EE | $305 | $1,201-74.6% | $1,924-84.1% | $4,125-92.6% |
| Admin fee / account holder | $2 | $1,726-99.9% | $2,516-99.9% | $5,651-100.0% |