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 | $1,697 | $101,069-98.3% | $81,478-97.9% | $147,584-98.9% |
| Participation rate | 60.0% | 74.5%-14.5pp | 68.0%-8.0pp | 82.8%-22.8pp |
| Annual return | 0.00% | 32.40%-32.4pp | 38.78%-38.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $308 | $3,205-90.4% | $2,568-88.0% | $4,876-93.7% |
| Participant deferral / active EE | $744 | $4,242-82.5% | $3,537-79.0% | $5,439-86.3% |
| Admin fee / account holder | $80 | $5,812-98.6% | $4,561-98.2% | $10,885-99.3% |