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 | $5,622 | $89,355-93.7% | $141,162-96.0% | $72,985-92.3% |
| Participation rate | 58.5% | 75.1%-16.6pp | 82.5%-24.0pp | 69.5%-11.0pp |
| Annual return | 213.31% | 111.85%+101.5pp | 71.39%+141.9pp | 81.00%+132.3pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,645 | $5,418-51.2% | $6,709-60.6% | $3,607-26.7% |
| Admin fee / account holder | $298 | $5,958-95.0% | $10,261-97.1% | $5,124-94.2% |