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 | $6,599 | $107,791-93.9% | $90,645-92.7% | $135,375-95.1% |
| Participation rate | 54.5% | 78.0%-23.5pp | 74.0%-19.5pp | 82.6%-28.1pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.88%-1.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,362 | $3,018-54.9% | $2,532-46.2% | $4,779-71.5% |
| Participant deferral / active EE | $2,537 | $3,872-34.5% | $3,425-25.9% | $5,609-54.8% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |