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 | $2,436 | $105,931-97.7% | $81,930-97.0% | $158,922-98.5% |
| Participation rate | 42.1% | 75.6%-33.5pp | 72.0%-29.9pp | 82.0%-39.9pp |
| Annual return | 0.00% | 38.17%-38.2pp | 29.49%-29.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $638 | $7,800-91.8% | $4,310-85.2% | $4,761-86.6% |
| Participant deferral / active EE | $892 | $13,003-93.1% | $7,107-87.5% | $5,982-85.1% |
| Admin fee / account holder | $98 | $8,489-98.8% | $5,158-98.1% | $11,246-99.1% |