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 | $4,402 | $111,754-96.1% | $103,333-95.7% | $145,922-97.0% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 347.30% | 24.77%+322.5pp | 24.88%+322.4pp | 561.29%-214.0pp |
| Employer contribution / active EE | $1,955 | $4,212-53.6% | $3,868-49.5% | $4,660-58.0% |
| Participant deferral / active EE | $2,105 | $5,619-62.5% | $5,057-58.4% | $6,688-68.5% |
| Admin fee / account holder | $3 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |