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 | $10,853 | $149,734-92.8% | $118,925-90.9% | $158,922-93.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 0.00% | 19.95%-19.9pp | 35.88%-35.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,676 | $4,115-59.3% | $3,263-48.6% | $4,761-64.8% |
| Participant deferral / active EE | $5,599 | $5,223+7.2% | $4,265+31.3% | $5,982-6.4% |
| Admin fee / account holder | $60 | $8,603-99.3% | $6,581-99.1% | $11,246-99.5% |