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 6-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 | $2,960 | $136,179-97.8% | $98,755-97.0% | $167,490-98.2% |
| Participation rate | 64.3% | 70.2%-5.9pp | 65.7%-1.4pp | 82.1%-17.8pp |
| Annual return | 0.00% | 67.53%-67.5pp | 49.91%-49.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $801 | $2,631-69.6% | $2,067-61.3% | $4,837-83.4% |
| Participant deferral / active EE | $1,080 | $3,716-70.9% | $3,035-64.4% | $6,341-83.0% |
| Admin fee / account holder | $13 | $5,031-99.8% | $4,076-99.7% | $12,309-99.9% |