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 9-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 | $8,601 | $138,065-93.8% | $123,544-93.0% | $135,375-93.6% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,605 | $5,151-68.9% | $4,628-65.3% | $4,779-66.4% |
| Participant deferral / active EE | $4,090 | $6,799-39.8% | $6,426-36.3% | $5,609-27.1% |
| Admin fee / account holder | $20 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |