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 4-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 | $538 | $84,402-99.4% | $61,373-99.1% | $134,475-99.6% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -20.63% | 584.55%-605.2pp | 338.61%-359.2pp | 417.96%-438.6pp |
| Employer contribution / active EE | $428 | $1,544-72.3% | $1,159-63.1% | $4,740-91.0% |
| Participant deferral / active EE | $648 | $2,819-77.0% | $2,125-69.5% | $6,400-89.9% |
| Admin fee / account holder | $132 | $2,585-94.9% | $2,130-93.8% | $11,426-98.8% |