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 | $6,286 | $189,613-96.7% | $167,512-96.2% | $142,382-95.6% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 17.33% | 2024.68%-2007.4pp | 1615.79%-1598.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $752 | $4,349-82.7% | $3,882-80.6% | $4,299-82.5% |
| Participant deferral / active EE | $1,226 | $6,981-82.4% | $6,405-80.9% | $6,507-81.2% |
| Admin fee / account holder | $114 | $10,528-98.9% | $9,769-98.8% | $12,624-99.1% |