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 | $1,802 | $185,200-99.0% | $142,863-98.7% | $167,490-98.9% |
| Participation rate | 33.3% | 78.4%-45.1pp | 71.9%-38.6pp | 82.1%-48.8pp |
| Annual return | 0.00% | 8555.70%-8555.7pp | 5637.54%-5637.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $486 | $5,604-91.3% | $4,144-88.3% | $4,837-89.9% |
| Participant deferral / active EE | $1,288 | $4,494-71.3% | $3,837-66.4% | $6,341-79.7% |
| Admin fee / account holder | $17 | $8,031-99.8% | $6,560-99.7% | $12,309-99.9% |