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 8-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 | $5,627 | $56,484-90.0% | $169,463-96.7% | $64,186-91.2% |
| Participation rate | 44.3% | 64.5%-20.3pp | 77.8%-33.5pp | 69.6%-25.3pp |
| Annual return | 0.00% | -1.55%+1.6pp | 1.83%-1.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $802 | $1,832-56.3% | $4,159-80.7% | $2,381-66.3% |
| Participant deferral / active EE | $2,189 | $3,448-36.5% | $5,277-58.5% | $3,470-36.9% |
| Admin fee / account holder | $92 | $4,174-97.8% | $9,109-99.0% | $4,888-98.1% |