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 | $6,594 | $102,828-93.6% | $105,387-93.7% | $152,861-95.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.6%-15.9pp | 82.4%-15.8pp |
| Annual return | 0.00% | 20.85%-20.9pp | 26.82%-26.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,749 | $4,473-60.9% | $4,213-58.5% | $4,762-63.3% |
| Participant deferral / active EE | $3,049 | $5,465-44.2% | $5,502-44.6% | $5,850-47.9% |
| Admin fee / account holder | $5 | $8,683-99.9% | $6,559-99.9% | $11,596-100.0% |