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 9-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 | $4,805 | $113,339-95.8% | $94,993-94.9% | $147,584-96.7% |
| Participation rate | 38.1% | 78.0%-39.9pp | 73.9%-35.8pp | 82.8%-44.7pp |
| Annual return | 0.00% | 20.77%-20.8pp | 27.12%-27.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $593 | $3,160-81.2% | $2,603-77.2% | $4,876-87.8% |
| Participant deferral / active EE | $1,360 | $3,777-64.0% | $3,317-59.0% | $5,439-75.0% |
| Admin fee / account holder | $66 | $6,063-98.9% | $4,960-98.7% | $10,885-99.4% |