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 | $2,813 | $96,635-97.1% | $86,612-96.8% | $139,434-98.0% |
| Participation rate | 63.6% | 74.4%-10.8pp | 71.7%-8.1pp | 80.3%-16.7pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $480 | $3,263-85.3% | $3,022-84.1% | $4,751-89.9% |
| Participant deferral / active EE | $1,666 | $4,836-65.6% | $4,438-62.5% | $6,710-75.2% |
| Admin fee / account holder | $1 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |