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 | $567 | $70,606-99.2% | $53,898-98.9% | $142,382-99.6% |
| Participation rate | 44.4% | 63.7%-19.3pp | 55.0%-10.5pp | 80.1%-35.7pp |
| Annual return | 33.96% | 619.81%-585.8pp | 528.60%-494.6pp | 217.08%-183.1pp |
| Employer contribution / active EE | $192 | $1,202-84.0% | $932-79.4% | $4,299-95.5% |
| Participant deferral / active EE | $738 | $2,364-68.8% | $1,826-59.6% | $6,507-88.7% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |