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 4-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 | $1,987 | $27,641-92.8% | $61,373-96.8% | $68,494-97.1% |
| Participation rate | 62.2% | 39.5%+22.7pp | 52.6%+9.6pp | 67.9%-5.7pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $171 | $695-75.4% | $1,159-85.3% | $2,596-93.4% |
| Participant deferral / active EE | $1,161 | $1,263-8.1% | $2,125-45.4% | $4,027-71.2% |
| Admin fee / account holder | $50 | $2,010-97.5% | $2,130-97.7% | $5,403-99.1% |