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 6-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 | $14,976 | $137,414-89.1% | $189,513-92.1% | $85,850-82.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 87.8%-21.1pp | 69.3%-2.6pp |
| Annual return | 81.39% | 38.14%+43.2pp | 555.15%-473.8pp | 318.53%-237.1pp |
| Employer contribution / active EE | $2,122 | $4,344-51.2% | $6,162-65.6% | $2,565-17.3% |
| Participant deferral / active EE | $6,344 | $6,260+1.3% | $8,221-22.8% | $3,952+60.5% |
| Admin fee / account holder | $30 | $8,630-99.7% | $12,045-99.8% | $6,260-99.5% |