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 | $726 | $81,625-99.1% | $58,482-98.8% | $139,434-99.5% |
| Participation rate | 62.5% | 61.3%+1.2pp | 50.9%+11.6pp | 80.3%-17.8pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $255 | $1,398-81.8% | $1,053-75.8% | $4,751-94.6% |
| Participant deferral / active EE | $297 | $2,557-88.4% | $1,924-84.6% | $6,710-95.6% |
| Admin fee / account holder | $72 | $3,265-97.8% | $2,516-97.1% | $11,403-99.4% |