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 3-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 | $4,571 | $109,982-95.8% | $97,226-95.3% | $145,922-96.9% |
| Participation rate | 42.9% | 75.9%-33.1pp | 72.7%-29.8pp | 80.3%-37.4pp |
| Annual return | 14.63% | 242.90%-228.3pp | 75.13%-60.5pp | 561.29%-546.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $893 | $4,676-80.9% | $4,264-79.1% | $6,688-86.6% |
| Admin fee / account holder | $17 | $6,221-99.7% | $5,654-99.7% | $13,397-99.9% |