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 | $6,210 | $116,175-94.7% | $93,606-93.4% | $152,861-95.9% |
| Participation rate | 58.3% | 78.0%-19.7pp | 75.8%-17.5pp | 82.4%-24.1pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,060 | $3,218-67.1% | $2,718-61.0% | $4,762-77.7% |
| Participant deferral / active EE | $2,378 | $4,603-48.3% | $4,069-41.6% | $5,850-59.4% |
| Admin fee / account holder | $53 | $10,748-99.5% | $7,888-99.3% | $11,596-99.5% |