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 5-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 | $8,730 | $49,227-82.3% | $70,449-87.6% | $79,858-89.1% |
| Participation rate | 42.3% | 69.2%-26.9pp | 75.1%-32.7pp | 69.6%-27.3pp |
| Annual return | 0.00% | 30.06%-30.1pp | 109.03%-109.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,111 | $2,099-47.1% | $2,737-59.4% | $2,471-55.1% |
| Participant deferral / active EE | $1,959 | $2,768-29.2% | $3,709-47.2% | $3,740-47.6% |
| Admin fee / account holder | $57 | $2,878-98.0% | $3,845-98.5% | $5,306-98.9% |