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 9-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 | $4,067 | $40,479-90.0% | $78,210-94.8% | $62,292-93.5% |
| Participation rate | 42.3% | 54.6%-12.3pp | 68.7%-26.4pp | 69.5%-27.2pp |
| Annual return | 0.00% | 66.31%-66.3pp | 40.90%-40.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $394 | $1,024-61.5% | $2,034-80.6% | $2,042-80.7% |
| Participant deferral / active EE | $816 | $1,718-52.5% | $2,823-71.1% | $3,169-74.2% |
| Admin fee / account holder | $32 | $376-91.6% | $3,758-99.2% | $479-93.4% |