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 6-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 | $2,945 | $176,377-98.3% | $134,143-97.8% | $158,922-98.1% |
| Participation rate | 40.0% | 78.7%-38.7pp | 72.2%-32.2pp | 82.0%-42.0pp |
| Annual return | 0.00% | 63.63%-63.6pp | 36.33%-36.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $417 | $5,040-91.7% | $3,704-88.7% | $4,761-91.2% |
| Participant deferral / active EE | $1,397 | $4,091-65.9% | $3,499-60.1% | $5,982-76.7% |
| Admin fee / account holder | $45 | $8,718-99.5% | $6,684-99.3% | $11,246-99.6% |