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 | $19,220 | $98,750-80.5% | $149,696-87.2% | $79,858-75.9% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.5%-14.5pp | 69.6%-1.6pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,106 | $3,216-3.4% | $4,644-33.1% | $2,471+25.7% |
| Participant deferral / active EE | $8,058 | $5,680+41.9% | $6,842+17.8% | $3,740+115.4% |
| Admin fee / account holder | $280 | $6,053-95.4% | $9,309-97.0% | $5,306-94.7% |