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 7-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 | $6,146 | $106,543-94.2% | $91,220-93.3% | $134,475-95.4% |
| Participation rate | 69.2% | 76.8%-7.6pp | 73.2%-4.0pp | 81.2%-12.0pp |
| Annual return | -19.85% | 160.60%-180.4pp | 114.01%-133.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,282 | $3,331-61.5% | $2,850-55.0% | $4,740-73.0% |
| Participant deferral / active EE | $2,293 | $4,719-51.4% | $4,234-45.8% | $6,400-64.2% |
| Admin fee / account holder | $127 | $6,231-98.0% | $5,420-97.7% | $11,426-98.9% |