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 9-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 | $683 | $108,172-99.4% | $77,482-99.1% | $158,922-99.6% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 7.43% | 31.67%-24.2pp | 54.79%-47.4pp | 302.83%-295.4pp |
| Employer contribution / active EE | $158 | $1,325-88.1% | $986-84.0% | $4,761-96.7% |
| Participant deferral / active EE | $317 | $2,456-87.1% | $1,861-83.0% | $5,982-94.7% |
| Admin fee / account holder | $110 | $3,708-97.0% | $2,858-96.1% | $11,246-99.0% |