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 5-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 | $4,750 | $53,822-91.2% | $75,696-93.7% | $85,850-94.5% |
| Participation rate | 36.1% | 69.1%-33.0pp | 74.8%-38.7pp | 69.3%-33.2pp |
| Annual return | 0.00% | 24.54%-24.5pp | 104.53%-104.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $569 | $2,017-71.8% | $2,743-79.2% | $2,565-77.8% |
| Participant deferral / active EE | $1,141 | $2,895-60.6% | $3,821-70.1% | $3,952-71.1% |
| Admin fee / account holder | $0 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |