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 | $3,841 | $102,604-96.3% | $86,188-95.5% | $139,434-97.2% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.0%-40.4pp | 80.3%-51.7pp |
| Annual return | 14.61% | 1922.51%-1907.9pp | 1168.45%-1153.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $3,985-100.0% | $6,710-100.0% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |