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 | $530 | $25,979-98.0% | $71,735-99.3% | $68,494-99.2% |
| Participation rate | 52.9% | 54.5%-1.6pp | 62.3%-9.4pp | 67.9%-14.9pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $112 | $900-87.6% | $1,704-93.4% | $2,596-95.7% |
| Participant deferral / active EE | $205 | $1,522-86.6% | $2,658-92.3% | $4,027-94.9% |
| Admin fee / account holder | $3 | $2,022-99.9% | $3,974-99.9% | $5,403-99.9% |