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 | $3,918 | $96,305-95.9% | $80,569-95.1% | $139,434-97.2% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 39.97% | 1350.08%-1310.1pp | 935.43%-895.5pp | 372.94%-333.0pp |
| Employer contribution / active EE | $853 | $3,262-73.9% | $2,723-68.7% | $4,751-82.1% |
| Participant deferral / active EE | $1,096 | $5,232-79.0% | $4,447-75.4% | $6,710-83.7% |
| Admin fee / account holder | $8 | $6,599-99.9% | $5,377-99.9% | $11,403-99.9% |