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 5-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 | $2,178 | $60,124-96.4% | $90,404-97.6% | $79,858-97.3% |
| Participation rate | 64.3% | 65.0%-0.7pp | 72.7%-8.4pp | 69.6%-5.3pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.02%-1293.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $281 | $2,068-86.4% | $3,262-91.4% | $2,471-88.6% |
| Participant deferral / active EE | $1,044 | $2,938-64.5% | $3,963-73.6% | $3,740-72.1% |
| Admin fee / account holder | $2 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |