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 | $6,766 | $92,703-92.7% | $82,719-91.8% | $134,475-95.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,297 | $3,274-60.4% | $3,009-56.9% | $4,740-72.6% |
| Participant deferral / active EE | $4,498 | $4,802-6.3% | $4,395+2.3% | $6,400-29.7% |
| Admin fee / account holder | $64 | $5,983-98.9% | $5,329-98.8% | $11,426-99.4% |