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 7-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 | $6,209 | $104,486-94.1% | $76,817-91.9% | $152,861-95.9% |
| Participation rate | 41.2% | 76.6%-35.4pp | 72.1%-30.9pp | 82.4%-41.3pp |
| Annual return | 67.24% | 1013.37%-946.1pp | 1166.11%-1098.9pp | 345.32%-278.1pp |
| Employer contribution / active EE | $583 | $3,116-81.3% | $2,302-74.7% | $4,762-87.8% |
| Participant deferral / active EE | $1,148 | $4,236-72.9% | $3,336-65.6% | $5,850-80.4% |
| Admin fee / account holder | $20 | $12,275-99.8% | $6,420-99.7% | $11,596-99.8% |