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 | $3,569 | $108,642-96.7% | $74,701-95.2% | $152,861-97.7% |
| Participation rate | 30.0% | 65.3%-35.3pp | 54.5%-24.5pp | 82.4%-52.4pp |
| Annual return | 52.80% | 114.06%-61.3pp | 752.92%-700.1pp | 345.32%-292.5pp |
| Employer contribution / active EE | $435 | $1,503-71.1% | $1,084-59.9% | $4,762-90.9% |
| Participant deferral / active EE | $584 | $2,712-78.5% | $1,964-70.3% | $5,850-90.0% |
| Admin fee / account holder | $13 | $4,902-99.7% | $3,333-99.6% | $11,596-99.9% |