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 3-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 | $4,659 | $49,922-90.7% | $80,569-94.2% | $75,163-93.8% |
| Participation rate | 69.2% | 55.3%+13.9pp | 67.0%+2.2pp | 67.2%+2.0pp |
| Annual return | 0.00% | 34.69%-34.7pp | 935.43%-935.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,932 | $2,990-2.0% | $4,447-34.1% | $4,125-28.9% |
| Admin fee / account holder | $3 | $3,577-99.9% | $5,377-99.9% | $5,651-99.9% |