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 | $6,155 | $48,046-87.2% | $84,611-92.7% | $72,985-91.6% |
| Participation rate | 65.1% | 57.6%+7.5pp | 68.2%-3.1pp | 69.5%-4.4pp |
| Annual return | 0.00% | 37.38%-37.4pp | 258.74%-258.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,573 | $1,602-1.8% | $2,652-40.7% | $2,440-35.5% |
| Participant deferral / active EE | $2,492 | $2,680-7.0% | $3,899-36.1% | $3,607-30.9% |
| Admin fee / account holder | $140 | $3,395-95.9% | $4,912-97.1% | $5,124-97.3% |