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 | $14,608 | $65,561-77.7% | $86,188-83.1% | $75,163-80.6% |
| Participation rate | 42.4% | 60.5%-18.1pp | 69.0%-26.5pp | 67.2%-24.8pp |
| Annual return | 83.04% | 46.05%+37.0pp | 1168.45%-1085.4pp | 160.62%-77.6pp |
| Employer contribution / active EE | $752 | $1,553-51.6% | $2,380-68.4% | $2,670-71.8% |
| Participant deferral / active EE | $1,773 | $3,024-41.4% | $3,985-55.5% | $4,125-57.0% |
| Admin fee / account holder | $22 | $5,474-99.6% | $6,852-99.7% | $5,651-99.6% |