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 | $1,586 | $84,402-98.1% | $61,373-97.4% | $134,475-98.8% |
| Participation rate | 22.7% | 62.2%-39.5pp | 52.6%-29.8pp | 81.2%-58.5pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $186 | $1,544-88.0% | $1,159-84.0% | $4,740-96.1% |
| Participant deferral / active EE | $209 | $2,819-92.6% | $2,125-90.2% | $6,400-96.7% |
| Admin fee / account holder | $101 | $2,585-96.1% | $2,130-95.2% | $11,426-99.1% |