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 | $3,029 | $99,877-97.0% | $84,966-96.4% | $145,922-97.9% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 16.48% | 83.76%-67.3pp | 66.38%-49.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $546 | $3,231-83.1% | $2,727-80.0% | $4,660-88.3% |
| Participant deferral / active EE | $1,197 | $5,291-77.4% | $4,519-73.5% | $6,688-82.1% |
| Admin fee / account holder | $11 | $7,248-99.9% | $6,149-99.8% | $13,397-99.9% |