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 4-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 | $1,687 | $69,207-97.6% | $64,056-97.4% | $139,434-98.8% |
| Participation rate | 62.5% | 75.6%-13.1pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 12.28% | 45.88%-33.6pp | 33.69%-21.4pp | 372.94%-360.7pp |
| Employer contribution / active EE | $479 | $3,182-85.0% | $2,747-82.6% | $4,751-89.9% |
| Participant deferral / active EE | $933 | $4,682-80.1% | $3,880-75.9% | $6,710-86.1% |
| Admin fee / account holder | $19 | $4,244-99.5% | $3,068-99.4% | $11,403-99.8% |