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 | $14,940 | $72,277-79.3% | $101,248-85.2% | $79,858-81.3% |
| Participation rate | 41.4% | 68.5%-27.1pp | 75.8%-34.4pp | 69.6%-28.3pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,470 | $2,692-45.4% | $3,660-59.8% | $2,471-40.5% |
| Participant deferral / active EE | $4,242 | $3,282+29.3% | $4,370-2.9% | $3,740+13.4% |
| Admin fee / account holder | $78 | $4,400-98.2% | $5,945-98.7% | $5,306-98.5% |