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 | $12,340 | $124,185-90.1% | $108,410-88.6% | $167,490-92.6% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 0.00% | 1379.64%-1379.6pp | 905.27%-905.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,574 | $4,187-62.4% | $3,558-55.8% | $4,837-67.5% |
| Participant deferral / active EE | $4,406 | $6,908-36.2% | $6,563-32.9% | $6,341-30.5% |
| Admin fee / account holder | $3 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |