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 | $4,916 | $30,732-84.0% | $59,496-91.7% | $59,632-91.8% |
| Participation rate | 42.3% | 43.2%-0.9pp | 54.6%-12.3pp | 68.7%-26.4pp |
| Annual return | 84.51% | 4.47%+80.0pp | 182.05%-97.5pp | 2041.28%-1956.8pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,865 | $1,183+57.7% | $1,829+2.0% | $3,192-41.6% |
| Admin fee / account holder | $133 | $2,136-93.8% | $2,232-94.1% | $4,297-96.9% |