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 | $7,855 | $112,881-93.0% | $90,951-91.4% | $158,922-95.1% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 1223.53% | 215.79%+1007.7pp | 134.60%+1088.9pp | 302.83%+920.7pp |
| Employer contribution / active EE | $607 | $2,893-79.0% | $2,122-71.4% | $4,761-87.2% |
| Participant deferral / active EE | $1,518 | $4,128-63.2% | $3,373-55.0% | $5,982-74.6% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |