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 | $5,636 | $227,553-97.5% | $189,557-97.0% | $167,490-96.6% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.4%-35.6pp | 82.1%-39.2pp |
| Annual return | 0.00% | 78.40%-78.4pp | 64.17%-64.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $841 | $5,316-84.2% | $4,412-80.9% | $4,837-82.6% |
| Participant deferral / active EE | $2,196 | $7,002-68.6% | $6,174-64.4% | $6,341-65.4% |
| Admin fee / account holder | $15 | $11,878-99.9% | $9,807-99.8% | $12,309-99.9% |