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 10-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 | $8,323 | $90,320-90.8% | $59,496-86.0% | $125,391-93.4% |
| Participation rate | 15.8% | 68.3%-52.5pp | 54.6%-38.8pp | 83.2%-67.4pp |
| Annual return | 0.00% | 369.13%-369.1pp | 182.05%-182.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $614 | $1,792-65.7% | $1,153-46.7% | $4,866-87.4% |
| Participant deferral / active EE | $2,096 | $2,716-22.8% | $1,829+14.6% | $5,352-60.8% |
| Admin fee / account holder | $77 | $3,063-97.5% | $2,232-96.6% | $9,540-99.2% |