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 4-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 | $2,004 | $27,839-92.8% | $58,482-96.6% | $71,457-97.2% |
| Participation rate | 34.2% | 34.5%-0.3pp | 50.9%-16.6pp | 67.9%-33.7pp |
| Annual return | 60.29% | 26.81%+33.5pp | 4239.32%-4179.0pp | 28.85%+31.4pp |
| Employer contribution / active EE | $229 | $631-63.8% | $1,053-78.3% | $2,588-91.2% |
| Participant deferral / active EE | $309 | $1,206-74.3% | $1,924-83.9% | $4,289-92.8% |
| Admin fee / account holder | $27 | $1,641-98.3% | $2,516-98.9% | $1,587-98.3% |