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 | $2,813 | $156,846-98.2% | $121,098-97.7% | $139,434-98.0% |
| Participation rate | 20.0% | 76.4%-56.4pp | 69.5%-49.5pp | 80.3%-60.3pp |
| Annual return | 60.80% | 1474.56%-1413.8pp | 985.75%-925.0pp | 372.94%-312.1pp |
| Employer contribution / active EE | $415 | $5,536-92.5% | $4,164-90.0% | $4,751-91.3% |
| Participant deferral / active EE | $631 | $4,844-87.0% | $4,080-84.5% | $6,710-90.6% |
| Admin fee / account holder | $3 | $6,946-100.0% | $5,644-99.9% | $11,403-100.0% |