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 7-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 | $8,333 | $96,484-91.4% | $75,886-89.0% | $152,861-94.5% |
| Participation rate | 69.2% | 76.2%-7.0pp | 69.3%-0.1pp | 82.4%-13.2pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,762 | $3,309-16.5% | $2,500+10.5% | $4,762-42.0% |
| Participant deferral / active EE | $3,690 | $4,553-19.0% | $3,603+2.4% | $5,850-36.9% |
| Admin fee / account holder | $24 | $8,078-99.7% | $5,418-99.6% | $11,596-99.8% |