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 | $8,042 | $158,817-94.9% | $121,196-93.4% | $135,375-94.1% |
| Participation rate | 40.0% | 79.3%-39.3pp | 71.7%-31.7pp | 82.6%-42.6pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.93%-16.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,319 | $5,665-76.7% | $4,022-67.2% | $4,779-72.4% |
| Participant deferral / active EE | $2,157 | $4,005-46.1% | $3,344-35.5% | $5,609-61.5% |
| Admin fee / account holder | $32 | $6,512-99.5% | $5,019-99.4% | $10,827-99.7% |