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 | $5,567 | $26,114-78.7% | $58,482-90.5% | $74,419-92.5% |
| Participation rate | 19.2% | 32.1%-13.0pp | 50.9%-31.7pp | 70.7%-51.6pp |
| Annual return | 192.20% | 32.51%+159.7pp | 4239.32%-4047.1pp | 34.38%+157.8pp |
| Employer contribution / active EE | $359 | $536-32.9% | $1,053-65.9% | $2,637-86.4% |
| Participant deferral / active EE | $615 | $1,075-42.8% | $1,924-68.0% | $4,528-86.4% |
| Admin fee / account holder | $255 | $649-60.7% | $2,516-89.9% | $348-26.6% |