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 3-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 | $1,203 | $30,400-96.0% | $53,898-97.8% | $84,808-98.6% |
| Participation rate | 51.4% | 46.4%+5.0pp | 55.0%-3.5pp | 68.3%-16.9pp |
| Annual return | 26.01% | 500.19%-474.2pp | 528.60%-502.6pp | 40.90%-14.9pp |
| Employer contribution / active EE | $153 | $603-74.6% | $932-83.6% | $2,631-94.2% |
| Participant deferral / active EE | $511 | $1,199-57.4% | $1,826-72.0% | $4,212-87.9% |
| Admin fee / account holder | $14 | $1,993-99.3% | $2,491-99.4% | $7,344-99.8% |