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 | $6,575 | $44,850-85.3% | $60,547-89.1% | $59,632-89.0% |
| Participation rate | 16.1% | 59.5%-43.4pp | 68.0%-51.9pp | 68.7%-52.6pp |
| Annual return | 0.00% | 1074.14%-1074.1pp | 335.64%-335.6pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $316 | $1,462-78.4% | $2,419-86.9% | $2,203-85.7% |
| Participant deferral / active EE | $889 | $2,230-60.1% | $3,328-73.3% | $3,192-72.1% |
| Admin fee / account holder | $90 | $3,635-97.5% | $4,536-98.0% | $4,297-97.9% |