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 7-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 | $3,110 | $34,308-90.9% | $74,701-95.8% | $72,985-95.7% |
| Participation rate | 21.1% | 42.4%-21.3pp | 54.5%-33.4pp | 69.5%-48.4pp |
| Annual return | 0.00% | 26.58%-26.6pp | 752.92%-752.9pp | 81.00%-81.0pp |
| Employer contribution / active EE | $110 | $692-84.1% | $1,084-89.9% | $2,440-95.5% |
| Participant deferral / active EE | $519 | $1,271-59.2% | $1,964-73.6% | $3,607-85.6% |
| Admin fee / account holder | $2 | $2,124-99.9% | $3,333-100.0% | $5,124-100.0% |