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 9-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 | $7,561 | $152,509-95.0% | $117,472-93.6% | $134,475-94.4% |
| Participation rate | 63.6% | 77.1%-13.4pp | 70.6%-7.0pp | 81.2%-17.6pp |
| Annual return | 0.00% | 52.99%-53.0pp | 29.74%-29.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,373 | $5,571-75.4% | $4,176-67.1% | $4,740-71.0% |
| Participant deferral / active EE | $2,728 | $4,818-43.4% | $4,070-33.0% | $6,400-57.4% |
| Admin fee / account holder | $21 | $7,004-99.7% | $5,645-99.6% | $11,426-99.8% |