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 10-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 | $16,836 | $52,681-68.0% | $75,781-77.8% | $59,632-71.8% |
| Participation rate | 64.3% | 67.2%-2.9pp | 75.8%-11.5pp | 68.7%-4.4pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,768 | $2,193-19.4% | $3,323-46.8% | $2,203-19.7% |
| Participant deferral / active EE | $2,491 | $2,591-3.8% | $3,651-31.8% | $3,192-21.9% |
| Admin fee / account holder | $29 | $3,610-99.2% | $5,299-99.4% | $4,297-99.3% |