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 6-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 | $3,324 | $58,512-94.3% | $84,015-96.0% | $72,985-95.4% |
| Participation rate | 64.9% | 61.2%+3.6pp | 69.0%-4.1pp | 69.5%-4.6pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $704 | $1,163-39.5% | $1,983-64.5% | $2,440-71.2% |
| Participant deferral / active EE | $1,601 | $2,394-33.1% | $3,239-50.6% | $3,607-55.6% |
| Admin fee / account holder | $61 | $4,569-98.7% | $6,101-99.0% | $5,124-98.8% |