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 8-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 | $2,597 | $104,106-97.5% | $71,086-96.3% | $135,375-98.1% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.7%-21.3pp | 82.6%-49.3pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $317 | $1,485-78.7% | $1,088-70.9% | $4,779-93.4% |
| Participant deferral / active EE | $635 | $2,527-74.9% | $1,874-66.1% | $5,609-88.7% |
| Admin fee / account holder | $3 | $4,142-99.9% | $3,082-99.9% | $10,827-100.0% |