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 | $4,930 | $57,354-91.4% | $83,848-94.1% | $64,186-92.3% |
| Participation rate | 56.3% | 68.6%-12.4pp | 76.1%-19.9pp | 69.6%-13.3pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,077 | $2,993+2.8% | $4,082-24.6% | $3,470-11.3% |
| Admin fee / account holder | $15 | $4,046-99.6% | $5,478-99.7% | $4,888-99.7% |