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 3-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 | $12,916 | $82,664-84.4% | $125,339-89.7% | $68,494-81.1% |
| Participation rate | 53.7% | 75.0%-21.3pp | 82.4%-28.7pp | 67.9%-14.2pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,914 | $3,381-43.4% | $4,814-60.2% | $2,596-26.3% |
| Participant deferral / active EE | $3,830 | $6,110-37.3% | $7,446-48.6% | $4,027-4.9% |
| Admin fee / account holder | $163 | $6,275-97.4% | $10,010-98.4% | $5,403-97.0% |