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 8-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 | $25,729 | $152,587-83.1% | $125,175-79.4% | $152,861-83.2% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 100.93% | 54.84%+46.1pp | 43.79%+57.1pp | 345.32%-244.4pp |
| Employer contribution / active EE | $5,595 | $4,946+13.1% | $3,865+44.8% | $4,762+17.5% |
| Participant deferral / active EE | $7,319 | $5,868+24.7% | $4,937+48.3% | $5,850+25.1% |
| Admin fee / account holder | $20 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |