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 3-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 | $4,829 | $111,724-95.7% | $93,606-94.8% | $145,922-96.7% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 21.75% | 202.98%-181.2pp | 133.20%-111.4pp | 561.29%-539.5pp |
| Employer contribution / active EE | $1,603 | $3,090-48.1% | $2,420-33.7% | $4,660-65.6% |
| Participant deferral / active EE | $3,072 | $4,912-37.5% | $4,411-30.4% | $6,688-54.1% |
| Admin fee / account holder | $221 | $10,250-97.8% | $8,285-97.3% | $13,397-98.4% |