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 | $19,140 | $150,440-87.3% | $136,294-86.0% | $147,584-87.0% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $5,267 | $5,256+0.2% | $4,695+12.2% | $4,876+8.0% |
| Participant deferral / active EE | $8,041 | $6,630+21.3% | $6,247+28.7% | $5,439+47.8% |
| Admin fee / account holder | $156 | $10,905-98.6% | $9,243-98.3% | $10,885-98.6% |