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 3-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 | $7,816 | $148,534-94.7% | $135,903-94.2% | $139,434-94.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,575 | $5,243-70.0% | $4,856-67.6% | $4,751-66.8% |
| Participant deferral / active EE | $3,209 | $8,100-60.4% | $7,758-58.6% | $6,710-52.2% |
| Admin fee / account holder | $59 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |