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 | $2,897 | $48,750-94.1% | $88,946-96.7% | $74,304-96.1% |
| Participation rate | 3.5% | 44.5%-41.0pp | 68.8%-65.3pp | 60.3%-56.8pp |
| Annual return | 18.09% | 25.91%-7.8pp | 57.82%-39.7pp | 29.43%-11.3pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $2,423-100.0% | $4,581-100.0% | $3,767-100.0% |
| Admin fee / account holder | $37 | $3,756-99.0% | $8,261-99.6% | $2,969-98.8% |