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 | $6,533 | $107,334-93.9% | $92,893-93.0% | $152,861-95.7% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,168 | $4,221-72.3% | $3,653-68.0% | $4,762-75.5% |
| Participant deferral / active EE | $2,955 | $4,845-39.0% | $4,236-30.2% | $5,850-49.5% |
| Admin fee / account holder | $26 | $7,079-99.6% | $5,794-99.5% | $11,596-99.8% |