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 5-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 | $20,248 | $124,319-83.7% | $111,297-81.8% | $167,490-87.9% |
| Participation rate | 68.8% | 79.6%-10.9pp | 77.3%-8.6pp | 82.1%-13.4pp |
| Annual return | 90.66% | 37.44%+53.2pp | 54.65%+36.0pp | 478.56%-387.9pp |
| Employer contribution / active EE | $4,151 | $3,435+20.8% | $2,731+52.0% | $4,837-14.2% |
| Participant deferral / active EE | $7,835 | $5,180+51.3% | $4,487+74.6% | $6,341+23.6% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |