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 | $2,318 | $77,899-97.0% | $149,673-98.5% | $75,163-96.9% |
| Participation rate | 52.0% | 65.6%-13.6pp | 78.8%-26.8pp | 67.2%-15.2pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,084 | $3,411-68.2% | $5,680-80.9% | $4,125-73.7% |
| Admin fee / account holder | $273 | $5,956-95.4% | $13,210-97.9% | $5,651-95.2% |