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 | $7,454 | $73,867-89.9% | $143,757-94.8% | $68,494-89.1% |
| Participation rate | 64.5% | 66.7%-2.1pp | 80.3%-15.8pp | 67.9%-3.4pp |
| Annual return | -17.68% | 1.01%-18.7pp | -0.04%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $961 | $3,184-69.8% | $4,951-80.6% | $2,596-63.0% |
| Participant deferral / active EE | $1,743 | $3,384-48.5% | $5,637-69.1% | $4,027-56.7% |
| Admin fee / account holder | $105 | $5,755-98.2% | $14,673-99.3% | $5,403-98.0% |