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 | $14,204 | $150,440-90.6% | $136,294-89.6% | $147,584-90.4% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,064 | $5,256-79.8% | $4,695-77.3% | $4,876-78.2% |
| Participant deferral / active EE | $8,164 | $6,630+23.1% | $6,247+30.7% | $5,439+50.1% |
| Admin fee / account holder | $6 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |