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 8-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 | $8,934 | $171,865-94.8% | $149,718-94.0% | $147,584-93.9% |
| Participation rate | 52.2% | 88.2%-36.0pp | 87.1%-34.9pp | 82.8%-30.7pp |
| Annual return | 0.00% | 2113.22%-2113.2pp | 1501.63%-1501.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,935 | $6,275-69.2% | $5,445-64.5% | $4,876-60.3% |
| Participant deferral / active EE | $3,265 | $7,271-55.1% | $6,569-50.3% | $5,439-40.0% |
| Admin fee / account holder | $3 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |