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 | $3,783 | $49,922-92.4% | $80,569-95.3% | $75,163-95.0% |
| Participation rate | 54.2% | 55.3%-1.1pp | 67.0%-12.8pp | 67.2%-13.0pp |
| Annual return | 0.00% | 34.69%-34.7pp | 935.43%-935.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $809 | $1,698-52.4% | $2,723-70.3% | $2,670-69.7% |
| Participant deferral / active EE | $1,359 | $2,990-54.5% | $4,447-69.4% | $4,125-67.1% |
| Admin fee / account holder | $41 | $3,577-98.8% | $5,377-99.2% | $5,651-99.3% |