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 7-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 | $3,843 | $34,308-88.8% | $74,701-94.9% | $72,985-94.7% |
| Participation rate | 21.7% | 42.4%-20.7pp | 54.5%-32.7pp | 69.5%-47.7pp |
| Annual return | 32.47% | 26.58%+5.9pp | 752.92%-720.5pp | 81.00%-48.5pp |
| Employer contribution / active EE | $342 | $692-50.5% | $1,084-68.4% | $2,440-86.0% |
| Participant deferral / active EE | $393 | $1,271-69.1% | $1,964-80.0% | $3,607-89.1% |
| Admin fee / account holder | $214 | $2,124-89.9% | $3,333-93.6% | $5,124-95.8% |