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 | $4,942 | $102,604-95.2% | $86,188-94.3% | $139,434-96.5% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 0.00% | 1922.51%-1922.5pp | 1168.45%-1168.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,252 | $3,032-58.7% | $2,380-47.4% | $4,751-73.6% |
| Participant deferral / active EE | $1,536 | $4,676-67.2% | $3,985-61.5% | $6,710-77.1% |
| Admin fee / account holder | $257 | $8,657-97.0% | $6,852-96.2% | $11,403-97.7% |