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 8-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 | $4,818 | $108,642-95.6% | $74,701-93.6% | $152,861-96.8% |
| Participation rate | 33.3% | 65.3%-32.0pp | 54.5%-21.1pp | 82.4%-49.1pp |
| Annual return | 11.13% | 114.06%-102.9pp | 752.92%-741.8pp | 345.32%-334.2pp |
| Employer contribution / active EE | $337 | $1,503-77.6% | $1,084-68.9% | $4,762-92.9% |
| Participant deferral / active EE | $507 | $2,712-81.3% | $1,964-74.2% | $5,850-91.3% |
| Admin fee / account holder | $61 | $4,902-98.8% | $3,333-98.2% | $11,596-99.5% |