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 | $7,056 | $107,934-93.5% | $91,989-92.3% | $152,861-95.4% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.4%-15.8pp |
| Annual return | 0.00% | 89.24%-89.2pp | 69.02%-69.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,273 | $4,210-46.0% | $3,452-34.2% | $4,762-52.3% |
| Participant deferral / active EE | $5,487 | $6,364-13.8% | $5,923-7.4% | $5,850-6.2% |
| Admin fee / account holder | $14 | $10,520-99.9% | $7,743-99.8% | $11,596-99.9% |