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 | $1,967 | $82,286-97.6% | $68,791-97.1% | $134,475-98.5% |
| Participation rate | 0.0% | 75.1%-75.1pp | 69.0%-69.0pp | 81.2%-81.2pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $816 | $3,301-75.3% | $2,655-69.3% | $4,740-82.8% |
| Participant deferral / active EE | $1,111 | $4,739-76.6% | $3,941-71.8% | $6,400-82.6% |
| Admin fee / account holder | $1 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |