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 8-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 | $8,722 | $54,229-83.9% | $70,092-87.6% | $68,494-87.3% |
| Participation rate | 0.0% | 64.5%-64.5pp | 70.5%-70.5pp | 67.9%-67.9pp |
| Annual return | -19.22% | -13.87%-5.4pp | 190.73%-210.0pp | -7.84%-11.4pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,849-100.0% | $4,027-100.0% |
| Admin fee / account holder | -$8 | $4,694-100.2% | $6,267-100.1% | $5,403-100.1% |