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 | $512 | $48,795-99.0% | $65,493-99.2% | $84,808-99.4% |
| Participation rate | 17.8% | 67.0%-49.2pp | 73.1%-55.3pp | 68.3%-50.5pp |
| Annual return | 13.72% | 20.20%-6.5pp | 982.45%-968.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $22 | $3,877-99.4% | $5,028-99.6% | $7,344-99.7% |