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 10-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 | $4,833 | $90,503-94.7% | $78,689-93.9% | $273,961-98.2% |
| Participation rate | 45.8% | 76.5%-30.7pp | 73.6%-27.7pp | 83.0%-37.2pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $817 | $3,176-74.3% | $2,851-71.3% | $4,869-83.2% |
| Participant deferral / active EE | $1,470 | $3,901-62.3% | $3,517-58.2% | $5,287-72.2% |
| Admin fee / account holder | $291 | $5,263-94.5% | $4,510-93.5% | $10,132-97.1% |