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 5-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 | $8,060 | $105,181-92.3% | $159,436-94.9% | $85,850-90.6% |
| Participation rate | 48.9% | 75.8%-26.8pp | 82.8%-33.9pp | 69.3%-20.4pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $639 | $3,318-80.7% | $4,829-86.8% | $2,565-75.1% |
| Participant deferral / active EE | $3,559 | $5,945-40.1% | $7,352-51.6% | $3,952-9.9% |
| Admin fee / account holder | $10 | $6,933-99.9% | $10,799-99.9% | $6,260-99.8% |