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 4-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 | $2,091 | $56,114-96.3% | $96,139-97.8% | $85,850-97.6% |
| Participation rate | 60.0% | 56.7%+3.3pp | 68.4%-8.4pp | 69.3%-9.3pp |
| Annual return | 0.00% | 42.30%-42.3pp | 191.94%-191.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $425 | $1,620-73.8% | $2,797-84.8% | $2,565-83.4% |
| Participant deferral / active EE | $1,194 | $2,859-58.2% | $4,349-72.5% | $3,952-69.8% |
| Admin fee / account holder | $158 | $3,768-95.8% | $5,537-97.2% | $6,260-97.5% |