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 | $5,342 | $54,350-90.2% | $82,719-93.5% | $68,494-92.2% |
| Participation rate | 40.8% | 63.9%-23.1pp | 72.6%-31.7pp | 67.9%-27.1pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,167 | $2,218-47.4% | $3,009-61.2% | $2,596-55.0% |
| Participant deferral / active EE | $1,838 | $3,246-43.4% | $4,395-58.2% | $4,027-54.4% |
| Admin fee / account holder | $105 | $4,395-97.6% | $5,329-98.0% | $5,403-98.0% |