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 | $3,066 | $91,911-96.7% | $68,793-95.5% | $135,375-97.7% |
| Participation rate | 57.1% | 76.7%-19.6pp | 72.2%-15.1pp | 82.6%-25.5pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,011 | $3,924-74.2% | $2,625-61.5% | $4,779-78.8% |
| Participant deferral / active EE | $1,100 | $4,315-74.5% | $3,311-66.8% | $5,609-80.4% |
| Admin fee / account holder | $114 | $9,240-98.8% | $5,131-97.8% | $10,827-99.0% |