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 3-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 | $5,252 | $96,635-94.6% | $86,612-93.9% | $139,434-96.2% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 55.58% | 106.41%-50.8pp | 591.07%-535.5pp | 372.94%-317.4pp |
| Employer contribution / active EE | $1,895 | $3,263-41.9% | $3,022-37.3% | $4,751-60.1% |
| Participant deferral / active EE | $3,653 | $4,836-24.5% | $4,438-17.7% | $6,710-45.6% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |