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 | $8,568 | $49,227-82.6% | $70,449-87.8% | $79,858-89.3% |
| Participation rate | 61.1% | 69.2%-8.1pp | 75.1%-13.9pp | 69.6%-8.5pp |
| Annual return | 0.00% | 30.06%-30.1pp | 109.03%-109.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $929 | $2,099-55.7% | $2,737-66.0% | $2,471-62.4% |
| Participant deferral / active EE | $2,474 | $2,768-10.6% | $3,709-33.3% | $3,740-33.9% |
| Admin fee / account holder | $47 | $2,878-98.4% | $3,845-98.8% | $5,306-99.1% |