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 | $4,650 | $102,966-95.5% | $90,281-94.8% | $152,861-97.0% |
| Participation rate | 40.9% | 75.9%-35.0pp | 73.3%-32.4pp | 82.4%-41.5pp |
| Annual return | 43.34% | 95.16%-51.8pp | 78.10%-34.8pp | 345.32%-302.0pp |
| Employer contribution / active EE | $236 | $3,139-92.5% | $2,854-91.7% | $4,762-95.0% |
| Participant deferral / active EE | $1,364 | $4,281-68.1% | $3,885-64.9% | $5,850-76.7% |
| Admin fee / account holder | $164 | $6,171-97.3% | $5,351-96.9% | $11,596-98.6% |