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 | $3,735 | $65,409-94.3% | $98,442-96.2% | $85,850-95.6% |
| Participation rate | 43.8% | 65.0%-21.2pp | 73.3%-29.6pp | 69.3%-25.6pp |
| Annual return | 0.00% | 21.76%-21.8pp | 1492.73%-1492.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $559 | $2,168-74.2% | $2,960-81.1% | $2,565-78.2% |
| Participant deferral / active EE | $1,028 | $3,166-67.5% | $4,276-76.0% | $3,952-74.0% |
| Admin fee / account holder | $7 | $4,593-99.8% | $5,949-99.9% | $6,260-99.9% |