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 3-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 | $2,942 | $169,032-98.3% | $129,207-97.7% | $145,922-98.0% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 0.00% | 14330.11%-14330.1pp | 9417.33%-9417.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $937 | $5,537-83.1% | $4,153-77.4% | $4,660-79.9% |
| Participant deferral / active EE | $1,171 | $4,987-76.5% | $4,168-71.9% | $6,688-82.5% |
| Admin fee / account holder | $4 | $9,954-100.0% | $7,715-99.9% | $13,397-100.0% |