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 | $4,296 | $110,502-96.1% | $80,716-94.7% | $167,490-97.4% |
| Participation rate | 33.3% | 64.0%-30.6pp | 54.2%-20.8pp | 82.1%-48.8pp |
| Annual return | 70.73% | 120.54%-49.8pp | 87.28%-16.5pp | 478.56%-407.8pp |
| Employer contribution / active EE | $599 | $1,543-61.1% | $1,160-48.3% | $4,837-87.6% |
| Participant deferral / active EE | $599 | $2,871-79.1% | $2,146-72.1% | $6,341-90.5% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |