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 5-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 | $16,762 | $70,587-76.3% | $124,672-86.6% | $85,850-80.5% |
| Participation rate | 58.1% | 64.4%-6.3pp | 74.6%-16.5pp | 69.3%-11.2pp |
| Annual return | 0.00% | 20688.83%-20688.8pp | 5142.93%-5142.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $746 | $1,913-61.0% | $3,324-77.6% | $2,565-70.9% |
| Participant deferral / active EE | $1,693 | $2,969-43.0% | $4,614-63.3% | $3,952-57.2% |
| Admin fee / account holder | $120 | $5,282-97.7% | $7,493-98.4% | $6,260-98.1% |