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 | $744 | $65,375-98.9% | - | $152,861-99.5% |
| Participation rate | 6.7% | 72.6%-65.9pp | - | 82.4%-75.8pp |
| Annual return | 20.58% | 27.96%-7.4pp | - | 345.32%-324.7pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | - | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,110-100.0% | - | $5,850-100.0% |
| Admin fee / account holder | $0 | $4,607-100.0% | - | $11,596-100.0% |