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 | $4,007 | $73,515-94.5% | $62,995-93.6% | $147,584-97.3% |
| Participation rate | 63.2% | 77.9%-14.7pp | 74.8%-11.6pp | 82.8%-19.7pp |
| Annual return | 77.13% | 175.43%-98.3pp | 87.57%-10.4pp | 578.55%-501.4pp |
| Employer contribution / active EE | $360 | $3,320-89.1% | $2,759-86.9% | $4,876-92.6% |
| Participant deferral / active EE | $1,652 | $4,185-60.5% | $3,329-50.4% | $5,439-69.6% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |