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 | $2,814 | $90,503-96.9% | $78,689-96.4% | $273,961-99.0% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 35.86% | 75.60%-39.7pp | 62.18%-26.3pp | 41.45%-5.6pp |
| Employer contribution / active EE | $750 | $3,176-76.4% | $2,851-73.7% | $4,869-84.6% |
| Participant deferral / active EE | $1,642 | $3,901-57.9% | $3,517-53.3% | $5,287-68.9% |
| Admin fee / account holder | $1 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |