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 6-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 | $15,868 | $209,832-92.4% | $189,513-91.6% | $167,490-90.5% |
| Participation rate | 64.7% | 88.7%-24.0pp | 87.8%-23.1pp | 82.1%-17.4pp |
| Annual return | 34.27% | 748.27%-714.0pp | 555.15%-520.9pp | 478.56%-444.3pp |
| Employer contribution / active EE | $2,118 | $6,914-69.4% | $6,162-65.6% | $4,837-56.2% |
| Participant deferral / active EE | $5,117 | $8,935-42.7% | $8,221-37.8% | $6,341-19.3% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |