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 5-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 | $15,725 | $209,832-92.5% | $189,513-91.7% | $167,490-90.6% |
| Participation rate | 64.3% | 88.7%-24.4pp | 87.8%-23.5pp | 82.1%-17.8pp |
| Annual return | 0.00% | 748.27%-748.3pp | 555.15%-555.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,214 | $6,914-53.5% | $6,162-47.8% | $4,837-33.6% |
| Participant deferral / active EE | $6,071 | $8,935-32.1% | $8,221-26.2% | $6,341-4.3% |
| Admin fee / account holder | $107 | $14,293-99.2% | $12,045-99.1% | $12,309-99.1% |