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 7-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 | $5,255 | $34,308-84.7% | $74,701-93.0% | $72,985-92.8% |
| Participation rate | 15.4% | 42.4%-27.0pp | 54.5%-39.1pp | 69.5%-54.1pp |
| Annual return | 44.25% | 26.58%+17.7pp | 752.92%-708.7pp | 81.00%-36.8pp |
| Employer contribution / active EE | $263 | $692-61.9% | $1,084-75.7% | $2,440-89.2% |
| Participant deferral / active EE | $424 | $1,271-66.6% | $1,964-78.4% | $3,607-88.2% |
| Admin fee / account holder | $260 | $2,124-87.8% | $3,333-92.2% | $5,124-94.9% |