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 8-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 | $3,048 | $42,383-92.8% | $76,523-96.0% | $64,186-95.3% |
| Participation rate | 40.7% | 58.1%-17.4pp | 68.0%-27.3pp | 69.6%-28.8pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $485 | $1,563-69.0% | $2,647-81.7% | $2,381-79.6% |
| Participant deferral / active EE | $892 | $2,566-65.3% | $3,835-76.8% | $3,470-74.3% |
| Admin fee / account holder | $25 | $3,198-99.2% | $4,848-99.5% | $4,888-99.5% |