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 8-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 | $3,772 | $112,881-96.7% | $90,951-95.9% | $158,922-97.6% |
| Participation rate | 53.8% | 74.7%-20.9pp | 69.0%-15.2pp | 82.0%-28.1pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.60%-134.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $823 | $2,893-71.5% | $2,122-61.2% | $4,761-82.7% |
| Participant deferral / active EE | $1,116 | $4,128-73.0% | $3,373-66.9% | $5,982-81.3% |
| Admin fee / account holder | $5 | $8,041-99.9% | $5,959-99.9% | $11,246-100.0% |