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 9-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 | $18,126 | $171,865-89.5% | $149,718-87.9% | $147,584-87.7% |
| Participation rate | 56.3% | 88.2%-31.9pp | 87.1%-30.8pp | 82.8%-26.6pp |
| Annual return | 18.78% | 2113.22%-2094.4pp | 1501.63%-1482.8pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,635 | $6,275-74.0% | $5,445-70.0% | $4,876-66.5% |
| Participant deferral / active EE | $4,571 | $7,271-37.1% | $6,569-30.4% | $5,439-15.9% |
| Admin fee / account holder | $159 | $13,799-98.8% | $11,283-98.6% | $10,885-98.5% |