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 | $2,871 | $72,404-96.0% | $110,238-97.4% | $64,186-95.5% |
| Participation rate | 55.0% | 73.3%-18.3pp | 79.8%-24.8pp | 69.6%-14.6pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.74%-314.7pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,820 | $3,469-47.5% | $4,672-61.0% | $3,470-47.5% |
| Admin fee / account holder | $22 | $5,664-99.6% | $8,547-99.7% | $4,888-99.6% |