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 | $7,522 | $154,117-95.1% | $129,995-94.2% | $139,434-94.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 0.00% | 32.48%-32.5pp | -137.18%+137.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,744 | $5,289-67.0% | $4,320-59.6% | $4,751-63.3% |
| Participant deferral / active EE | $2,879 | $6,710-57.1% | $5,820-50.5% | $6,710-57.1% |
| Admin fee / account holder | $5 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |