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 | $3,667 | $34,308-89.3% | $74,701-95.1% | $72,985-95.0% |
| Participation rate | 47.8% | 42.4%+5.4pp | 54.5%-6.6pp | 69.5%-21.7pp |
| Annual return | 0.00% | 26.58%-26.6pp | 752.92%-752.9pp | 81.00%-81.0pp |
| Employer contribution / active EE | $628 | $692-9.2% | $1,084-42.1% | $2,440-74.3% |
| Participant deferral / active EE | $1,035 | $1,271-18.6% | $1,964-47.3% | $3,607-71.3% |
| Admin fee / account holder | $0 | $2,124-100.0% | $3,333-100.0% | $5,124-100.0% |