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 | $4,898 | $118,919-95.9% | $88,538-94.5% | $152,861-96.8% |
| Participation rate | 33.3% | 73.4%-40.0pp | 68.7%-35.4pp | 82.4%-49.1pp |
| Annual return | 0.00% | 47.92%-47.9pp | 43.64%-43.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $508 | $2,669-81.0% | $2,098-75.8% | $4,762-89.3% |
| Participant deferral / active EE | $1,021 | $3,549-71.2% | $2,914-65.0% | $5,850-82.5% |
| Admin fee / account holder | $14 | $5,876-99.8% | $4,310-99.7% | $11,596-99.9% |