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 | $2,950 | $88,594-96.7% | $70,092-95.8% | $134,475-97.8% |
| Participation rate | 64.3% | 74.9%-10.6pp | 70.5%-6.2pp | 81.2%-16.9pp |
| Annual return | -17.96% | 442.67%-460.6pp | 190.73%-208.7pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,167 | $3,233-63.9% | $2,559-54.4% | $4,740-75.4% |
| Participant deferral / active EE | $1,167 | $4,772-75.5% | $3,849-69.7% | $6,400-81.8% |
| Admin fee / account holder | $7 | $10,441-99.9% | $6,267-99.9% | $11,426-99.9% |