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 | $9,013 | $202,318-95.5% | $172,739-94.8% | $152,861-94.1% |
| Participation rate | 46.7% | 87.1%-40.4pp | 82.6%-36.0pp | 82.4%-35.8pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,891 | $5,856-67.7% | $5,143-63.2% | $4,762-60.3% |
| Participant deferral / active EE | $2,718 | $5,948-54.3% | $5,198-47.7% | $5,850-53.5% |
| Admin fee / account holder | $31 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |