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 4-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 | $4,738 | $60,022-92.1% | $88,946-94.7% | $84,808-94.4% |
| Participation rate | 69.4% | 57.8%+11.6pp | 68.8%+0.6pp | 68.3%+1.1pp |
| Annual return | 0.00% | 22.43%-22.4pp | 57.82%-57.8pp | 40.90%-40.9pp |
| Employer contribution / active EE | $1,625 | $1,703-4.5% | $2,555-36.4% | $2,631-38.2% |
| Participant deferral / active EE | $3,142 | $3,114+0.9% | $4,581-31.4% | $4,212-25.4% |
| Admin fee / account holder | $7 | $4,811-99.9% | $8,261-99.9% | $7,344-99.9% |