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 | $6,715 | $60,124-88.8% | $90,404-92.6% | $79,858-91.6% |
| Participation rate | 42.4% | 65.0%-22.6pp | 72.7%-30.3pp | 69.6%-27.2pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.02%-1293.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $596 | $2,068-71.2% | $3,262-81.7% | $2,471-75.9% |
| Participant deferral / active EE | $1,753 | $2,938-40.3% | $3,963-55.8% | $3,740-53.1% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |