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 6-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 | $5,122 | $53,777-90.5% | $134,143-96.2% | $79,858-93.6% |
| Participation rate | 37.5% | 58.8%-21.3pp | 72.2%-34.7pp | 69.6%-32.1pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.33%-36.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $519 | $1,321-60.7% | $3,704-86.0% | $2,471-79.0% |
| Participant deferral / active EE | $1,155 | $2,420-52.3% | $3,499-67.0% | $3,740-69.1% |
| Admin fee / account holder | $110 | $3,984-97.2% | $6,684-98.4% | $5,306-97.9% |