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 | $8,164 | $102,966-92.1% | $90,281-91.0% | $152,861-94.7% |
| Participation rate | 37.5% | 75.9%-38.4pp | 73.3%-35.8pp | 82.4%-44.9pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,074 | $3,139-65.8% | $2,854-62.4% | $4,762-77.5% |
| Participant deferral / active EE | $1,835 | $4,281-57.1% | $3,885-52.8% | $5,850-68.6% |
| Admin fee / account holder | $11 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |