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 | $2,961 | $84,233-96.5% | $170,442-98.3% | $70,131-95.8% |
| Participation rate | 65.9% | 70.8%-5.0pp | 83.6%-17.7pp | 69.5%-3.7pp |
| Annual return | 47.78% | 23.06%+24.7pp | 205.93%-158.2pp | 73.14%-25.4pp |
| Employer contribution / active EE | $424 | $3,387-87.5% | $5,433-92.2% | $2,342-81.9% |
| Participant deferral / active EE | $947 | $3,086-69.3% | $4,939-80.8% | $3,332-71.6% |
| Admin fee / account holder | $2 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |