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 7-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 | $8,978 | $58,512-84.7% | $84,015-89.3% | $72,985-87.7% |
| Participation rate | 38.6% | 61.2%-22.7pp | 69.0%-30.4pp | 69.5%-30.9pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $326 | $1,163-72.0% | $1,983-83.6% | $2,440-86.6% |
| Participant deferral / active EE | $1,172 | $2,394-51.0% | $3,239-63.8% | $3,607-67.5% |
| Admin fee / account holder | $133 | $4,569-97.1% | $6,101-97.8% | $5,124-97.4% |