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 3-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 | $7,977 | $57,281-86.1% | $86,612-90.8% | $75,163-89.4% |
| Participation rate | 32.1% | 63.2%-31.1pp | 71.7%-39.6pp | 67.2%-35.0pp |
| Annual return | 0.00% | 2670.75%-2670.7pp | 591.07%-591.1pp | 160.62%-160.6pp |
| Employer contribution / active EE | $815 | $2,314-64.8% | $3,022-73.0% | $2,670-69.5% |
| Participant deferral / active EE | $2,255 | $3,318-32.0% | $4,438-49.2% | $4,125-45.3% |
| Admin fee / account holder | $85 | $4,112-97.9% | $5,614-98.5% | $5,651-98.5% |