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 6-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 | $2,781 | $176,377-98.4% | $134,143-97.9% | $158,922-98.3% |
| Participation rate | 41.7% | 78.7%-37.0pp | 72.2%-30.5pp | 82.0%-40.3pp |
| Annual return | 196.91% | 63.63%+133.3pp | 36.33%+160.6pp | 302.83%-105.9pp |
| Employer contribution / active EE | $546 | $5,040-89.2% | $3,704-85.2% | $4,761-88.5% |
| Participant deferral / active EE | $676 | $4,091-83.5% | $3,499-80.7% | $5,982-88.7% |
| Admin fee / account holder | $5 | $8,718-99.9% | $6,684-99.9% | $11,246-100.0% |