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 | $3,864 | $147,727-97.4% | $115,756-96.7% | $134,475-97.1% |
| Participation rate | 60.0% | 80.4%-20.4pp | 77.1%-17.1pp | 81.2%-21.2pp |
| Annual return | 0.00% | 73.96%-74.0pp | 143.14%-143.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,436 | $7,563-67.8% | $6,254-61.0% | $6,400-61.9% |
| Admin fee / account holder | $196 | $14,571-98.7% | $8,124-97.6% | $11,426-98.3% |