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 7-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 | $1,750 | $110,502-98.4% | $80,716-97.8% | $167,490-99.0% |
| Participation rate | 50.0% | 64.0%-14.0pp | 54.2%-4.2pp | 82.1%-32.1pp |
| Annual return | 19.28% | 120.54%-101.3pp | 87.28%-68.0pp | 478.56%-459.3pp |
| Employer contribution / active EE | $184 | $1,543-88.1% | $1,160-84.2% | $4,837-96.2% |
| Participant deferral / active EE | $284 | $2,871-90.1% | $2,146-86.8% | $6,341-95.5% |
| Admin fee / account holder | $16 | $4,545-99.6% | $3,380-99.5% | $12,309-99.9% |