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 8-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 | $2,019 | $158,817-98.7% | $121,196-98.3% | $135,375-98.5% |
| Participation rate | 33.3% | 79.3%-46.0pp | 71.7%-38.4pp | 82.6%-49.3pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.93%-16.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $183 | $5,665-96.8% | $4,022-95.4% | $4,779-96.2% |
| Participant deferral / active EE | $550 | $4,005-86.3% | $3,344-83.6% | $5,609-90.2% |
| Admin fee / account holder | $2 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |