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 4-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 | $3,608 | $77,899-95.4% | $149,673-97.6% | $75,163-95.2% |
| Participation rate | 53.3% | 65.6%-12.2pp | 78.8%-25.4pp | 67.2%-13.9pp |
| Annual return | 404.08% | 31.72%+372.4pp | 134.42%+269.7pp | 160.62%+243.5pp |
| Employer contribution / active EE | $932 | $3,137-70.3% | $4,818-80.7% | $2,670-65.1% |
| Participant deferral / active EE | $1,255 | $3,411-63.2% | $5,680-77.9% | $4,125-69.6% |
| Admin fee / account holder | $25 | $5,956-99.6% | $13,210-99.8% | $5,651-99.6% |