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 5-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 | $7,850 | $114,047-93.1% | $96,139-91.8% | $167,490-95.3% |
| Participation rate | 57.1% | 75.1%-17.9pp | 68.4%-11.3pp | 82.1%-25.0pp |
| Annual return | 0.00% | 189.88%-189.9pp | 191.94%-191.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $398 | $3,427-88.4% | $2,797-85.8% | $4,837-91.8% |
| Participant deferral / active EE | $4,058 | $5,194-21.9% | $4,349-6.7% | $6,341-36.0% |
| Admin fee / account holder | $13 | $6,897-99.8% | $5,537-99.8% | $12,309-99.9% |