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 | $3,097 | $158,817-98.0% | $121,196-97.4% | $135,375-97.7% |
| Participation rate | 42.9% | 79.3%-36.4pp | 71.7%-28.9pp | 82.6%-39.8pp |
| Annual return | -3.53% | -0.64%-2.9pp | 16.93%-20.5pp | 519.73%-523.3pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $440 | $4,005-89.0% | $3,344-86.8% | $5,609-92.1% |
| Admin fee / account holder | $12 | $6,512-99.8% | $5,019-99.8% | $10,827-99.9% |