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 | $9,974 | $175,202-94.3% | $149,673-93.3% | $139,434-92.8% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 141.63% | 166.71%-25.1pp | 134.42%+7.2pp | 372.94%-231.3pp |
| Employer contribution / active EE | $1,226 | $5,474-77.6% | $4,818-74.6% | $4,751-74.2% |
| Participant deferral / active EE | $2,707 | $6,519-58.5% | $5,680-52.3% | $6,710-59.7% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |