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 6-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 | $6,442 | $80,717-92.0% | $154,803-95.8% | $84,808-92.4% |
| Participation rate | 14.3% | 66.8%-52.5pp | 78.1%-63.8pp | 68.3%-54.0pp |
| Annual return | 15.14% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $5,540-100.0% | $4,212-100.0% |
| Admin fee / account holder | $211 | $6,746-96.9% | $14,329-98.5% | $7,344-97.1% |