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 | $2,822 | $110,261-97.4% | $95,745-97.1% | $139,434-98.0% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 133.94% | 27.11%+106.8pp | 28.35%+105.6pp | 372.94%-239.0pp |
| Employer contribution / active EE | $1,399 | $3,257-57.1% | $2,835-50.6% | $4,751-70.6% |
| Participant deferral / active EE | $1,230 | $4,676-73.7% | $4,245-71.0% | $6,710-81.7% |
| Admin fee / account holder | $166 | $6,613-97.5% | $5,678-97.1% | $11,403-98.5% |