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 7-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 | $5,908 | $108,642-94.6% | $74,701-92.1% | $152,861-96.1% |
| Participation rate | 58.3% | 65.3%-7.0pp | 54.5%+3.9pp | 82.4%-24.1pp |
| Annual return | 0.00% | 114.06%-114.1pp | 752.92%-752.9pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,110 | $1,503-26.2% | $1,084+2.4% | $4,762-76.7% |
| Participant deferral / active EE | $2,234 | $2,712-17.6% | $1,964+13.8% | $5,850-61.8% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |