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 3-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 | $9,785 | $175,202-94.4% | $149,673-93.5% | $139,434-93.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 0.00% | 166.71%-166.7pp | 134.42%-134.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,476 | $5,474-73.0% | $4,818-69.4% | $4,751-68.9% |
| Participant deferral / active EE | $4,663 | $6,519-28.5% | $5,680-17.9% | $6,710-30.5% |
| Admin fee / account holder | $33 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |