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 7-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 | $4,971 | $85,202-94.2% | $172,739-97.1% | $72,985-93.2% |
| Participation rate | 35.5% | 70.1%-34.6pp | 82.6%-47.2pp | 69.5%-34.0pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $775 | $3,324-76.7% | $5,143-84.9% | $2,440-68.2% |
| Participant deferral / active EE | $936 | $3,260-71.3% | $5,198-82.0% | $3,607-74.1% |
| Admin fee / account holder | $18 | $5,884-99.7% | $13,954-99.9% | $5,124-99.6% |