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 10-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 | $4,617 | $105,998-95.6% | $92,233-95.0% | $147,584-96.9% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 51.40% | 50.05%+1.4pp | 176.28%-124.9pp | 578.55%-527.1pp |
| Employer contribution / active EE | $951 | $4,333-78.1% | $3,679-74.2% | $4,876-80.5% |
| Participant deferral / active EE | $1,140 | $4,478-74.6% | $3,897-70.8% | $5,439-79.0% |
| Admin fee / account holder | $21 | $6,332-99.7% | $5,194-99.6% | $10,885-99.8% |