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 9-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 | $7,285 | $63,346-88.5% | $92,233-92.1% | $70,131-89.6% |
| Participation rate | 51.3% | 68.7%-17.4pp | 76.5%-25.2pp | 69.5%-18.3pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,117 | $2,471-54.8% | $3,679-69.6% | $2,342-52.3% |
| Participant deferral / active EE | $3,181 | $2,854+11.5% | $3,897-18.4% | $3,332-4.5% |
| Admin fee / account holder | $98 | $3,840-97.4% | $5,194-98.1% | $4,645-97.9% |