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 6-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 | $6,197 | $84,696-92.7% | $75,696-91.8% | $167,490-96.3% |
| Participation rate | 38.9% | 77.8%-38.9pp | 74.8%-35.9pp | 82.1%-43.2pp |
| Annual return | 0.00% | 199.36%-199.4pp | 104.53%-104.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $455 | $3,230-85.9% | $2,743-83.4% | $4,837-90.6% |
| Participant deferral / active EE | $1,847 | $4,580-59.7% | $3,821-51.7% | $6,341-70.9% |
| Admin fee / account holder | $239 | $5,355-95.5% | $3,619-93.4% | $12,309-98.1% |