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 10-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 | $905 | $26,194-96.5% | - | $79,858-98.9% |
| Participation rate | 3.7% | 49.4%-45.7pp | - | 69.6%-65.9pp |
| Annual return | 17.49% | 42.01%-24.5pp | - | 31.71%-14.2pp |
| Employer contribution / active EE | $0 | $1,555-100.0% | - | $2,471-100.0% |
| Participant deferral / active EE | $0 | $1,743-100.0% | - | $3,740-100.0% |
| Admin fee / account holder | $0 | $2,148-100.0% | - | $5,306-100.0% |