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 | $5,600 | $34,308-83.7% | $74,701-92.5% | $72,985-92.3% |
| Participation rate | 30.0% | 42.4%-12.4pp | 54.5%-24.5pp | 69.5%-39.5pp |
| Annual return | 43.63% | 26.58%+17.1pp | 752.92%-709.3pp | 81.00%-37.4pp |
| Employer contribution / active EE | $257 | $692-62.8% | $1,084-76.2% | $2,440-89.5% |
| Participant deferral / active EE | $1,062 | $1,271-16.5% | $1,964-45.9% | $3,607-70.6% |
| Admin fee / account holder | $107 | $2,124-94.9% | $3,333-96.8% | $5,124-97.9% |