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 | $3,220 | $185,200-98.3% | $142,863-97.7% | $167,490-98.1% |
| Participation rate | 46.7% | 78.4%-31.8pp | 71.9%-25.3pp | 82.1%-35.4pp |
| Annual return | 0.00% | 8555.70%-8555.7pp | 5637.54%-5637.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $697 | $5,604-87.6% | $4,144-83.2% | $4,837-85.6% |
| Participant deferral / active EE | $996 | $4,494-77.8% | $3,837-74.1% | $6,341-84.3% |
| Admin fee / account holder | $44 | $8,031-99.4% | $6,560-99.3% | $12,309-99.6% |