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 6-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 | $7,153 | $102,604-93.0% | $86,188-91.7% | $139,434-94.9% |
| Participation rate | 46.2% | 74.5%-28.3pp | 69.0%-22.8pp | 80.3%-34.2pp |
| Annual return | 117.08% | 1922.51%-1805.4pp | 1168.45%-1051.4pp | 372.94%-255.9pp |
| Employer contribution / active EE | $678 | $3,032-77.6% | $2,380-71.5% | $4,751-85.7% |
| Participant deferral / active EE | $2,279 | $4,676-51.3% | $3,985-42.8% | $6,710-66.0% |
| Admin fee / account holder | $49 | $8,657-99.4% | $6,852-99.3% | $11,403-99.6% |