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 | $13,377 | $124,319-89.2% | $111,297-88.0% | $167,490-92.0% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 244.02% | 37.44%+206.6pp | 54.65%+189.4pp | 478.56%-234.5pp |
| Employer contribution / active EE | $2,089 | $3,435-39.2% | $2,731-23.5% | $4,837-56.8% |
| Participant deferral / active EE | $5,478 | $5,180+5.8% | $4,487+22.1% | $6,341-13.6% |
| Admin fee / account holder | $242 | $10,618-97.7% | $7,964-97.0% | $12,309-98.0% |