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 9-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 | $5,574 | $105,998-94.7% | $92,233-94.0% | $147,584-96.2% |
| Participation rate | 69.6% | 80.4%-10.8pp | 76.5%-6.9pp | 82.8%-13.3pp |
| Annual return | 31.51% | 50.05%-18.5pp | 176.28%-144.8pp | 578.55%-547.0pp |
| Employer contribution / active EE | $1,313 | $4,333-69.7% | $3,679-64.3% | $4,876-73.1% |
| Participant deferral / active EE | $1,634 | $4,478-63.5% | $3,897-58.1% | $5,439-69.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |