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 8-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 | $2,064 | $102,966-98.0% | $90,281-97.7% | $152,861-98.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 50.14% | 95.16%-45.0pp | 78.10%-28.0pp | 345.32%-295.2pp |
| Employer contribution / active EE | $378 | $3,139-88.0% | $2,854-86.8% | $4,762-92.1% |
| Participant deferral / active EE | $1,136 | $4,281-73.5% | $3,885-70.8% | $5,850-80.6% |
| Admin fee / account holder | $6 | $6,171-99.9% | $5,351-99.9% | $11,596-99.9% |