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 | $5,287 | $104,907-95.0% | $84,611-93.8% | $152,861-96.5% |
| Participation rate | 54.5% | 74.8%-20.3pp | 68.2%-13.7pp | 82.4%-27.9pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $959 | $3,302-70.9% | $2,652-63.8% | $4,762-79.9% |
| Participant deferral / active EE | $1,648 | $4,688-64.8% | $3,899-57.7% | $5,850-71.8% |
| Admin fee / account holder | $1 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |