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 9-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 | $773 | $99,919-99.2% | - | $158,922-99.5% |
| Participation rate | 0.0% | 71.6%-71.6pp | - | 82.0%-82.0pp |
| Annual return | 16.59% | 35.31%-18.7pp | - | 302.83%-286.2pp |
| Employer contribution / active EE | $0 | $3,686-100.0% | - | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,771-100.0% | - | $5,982-100.0% |
| Admin fee / account holder | $0 | $2,820-100.0% | - | $11,246-100.0% |