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 | $6,527 | $93,024-93.0% | $77,024-91.5% | $134,475-95.1% |
| Participation rate | 46.7% | 74.5%-27.8pp | 67.9%-21.2pp | 81.2%-34.6pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $689 | $3,418-79.8% | $2,812-75.5% | $4,740-85.5% |
| Participant deferral / active EE | $2,468 | $5,238-52.9% | $4,426-44.3% | $6,400-61.4% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |