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 4-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 | $6,077 | $46,674-87.0% | $117,472-94.8% | $68,494-91.1% |
| Participation rate | 53.6% | 56.8%-3.2pp | 70.6%-17.0pp | 67.9%-14.3pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.74%-29.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,825 | $1,505+21.3% | $4,176-56.3% | $2,596-29.7% |
| Participant deferral / active EE | $2,943 | $2,636+11.7% | $4,070-27.7% | $4,027-26.9% |
| Admin fee / account holder | $57 | $4,020-98.6% | $5,645-99.0% | $5,403-98.9% |