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 | $8,646 | $104,907-91.8% | $84,611-89.8% | $152,861-94.3% |
| Participation rate | 37.5% | 74.8%-37.3pp | 68.2%-30.7pp | 82.4%-44.9pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $968 | $3,302-70.7% | $2,652-63.5% | $4,762-79.7% |
| Participant deferral / active EE | $2,213 | $4,688-52.8% | $3,899-43.3% | $5,850-62.2% |
| Admin fee / account holder | $8 | $6,241-99.9% | $4,912-99.8% | $11,596-99.9% |