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 10-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 | $2,793 | $30,732-90.9% | $59,496-95.3% | $59,632-95.3% |
| Participation rate | 27.1% | 43.2%-16.1pp | 54.6%-27.5pp | 68.7%-41.6pp |
| Annual return | 0.00% | 4.47%-4.5pp | 182.05%-182.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $378 | $631-40.0% | $1,153-67.2% | $2,203-82.8% |
| Participant deferral / active EE | $437 | $1,183-63.1% | $1,829-76.1% | $3,192-86.3% |
| Admin fee / account holder | $0 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |