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 10-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 | $4,473 | $39,162-88.6% | $100,671-95.6% | $59,632-92.5% |
| Participation rate | 25.0% | 55.9%-30.9pp | 70.7%-45.7pp | 68.7%-43.7pp |
| Annual return | -2.20% | 21.07%-23.3pp | 20.43%-22.6pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $746 | $1,992-62.5% | $3,144-76.3% | $3,192-76.6% |
| Admin fee / account holder | $119 | $2,969-96.0% | $4,850-97.5% | $4,297-97.2% |