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 5-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 | $1,781 | $39,286-95.5% | $80,716-97.8% | $79,386-97.8% |
| Participation rate | 43.3% | 41.0%+2.3pp | 54.2%-10.9pp | 70.7%-27.4pp |
| Annual return | 0.00% | 98.95%-98.9pp | 87.28%-87.3pp | 116.85%-116.9pp |
| Employer contribution / active EE | $411 | $594-30.7% | $1,160-64.5% | $2,427-83.1% |
| Participant deferral / active EE | $752 | $1,264-40.5% | $2,146-65.0% | $4,046-81.4% |
| Admin fee / account holder | $38 | $647-94.1% | $3,380-98.9% | $626-93.9% |