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 | $7,629 | $65,041-88.3% | $90,951-91.6% | $79,858-90.4% |
| Participation rate | 38.0% | 61.6%-23.6pp | 69.0%-31.0pp | 69.6%-31.7pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $708 | $1,247-43.2% | $2,122-66.6% | $2,471-71.3% |
| Participant deferral / active EE | $1,622 | $2,512-35.4% | $3,373-51.9% | $3,740-56.6% |
| Admin fee / account holder | $169 | $4,536-96.3% | $5,959-97.2% | $5,306-96.8% |