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 3-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 | $6,367 | $80,968-92.1% | $96,544-93.4% | $75,163-91.5% |
| Participation rate | 45.5% | 71.8%-26.3pp | 76.0%-30.5pp | 67.2%-21.7pp |
| Annual return | 0.00% | 27.06%-27.1pp | 25.84%-25.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,226 | $2,282-46.3% | $2,965-58.7% | $2,670-54.1% |
| Participant deferral / active EE | $1,998 | $3,928-49.1% | $4,851-58.8% | $4,125-51.6% |
| Admin fee / account holder | $226 | $6,724-96.6% | $8,252-97.3% | $5,651-96.0% |