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 | $2,256 | $55,706-95.9% | $75,886-97.0% | $72,985-96.9% |
| Participation rate | 67.6% | 61.1%+6.5pp | 69.3%-1.6pp | 69.5%-1.8pp |
| Annual return | 0.00% | 27.59%-27.6pp | 30.76%-30.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $349 | $1,687-79.3% | $2,500-86.0% | $2,440-85.7% |
| Participant deferral / active EE | $1,123 | $2,634-57.3% | $3,603-68.8% | $3,607-68.9% |
| Admin fee / account holder | $38 | $3,978-99.0% | $5,418-99.3% | $5,124-99.2% |