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 | $7,540 | $56,114-86.6% | $96,139-92.2% | $85,850-91.2% |
| Participation rate | 19.2% | 56.7%-37.5pp | 68.4%-49.2pp | 69.3%-50.1pp |
| Annual return | 0.00% | 42.30%-42.3pp | 191.94%-191.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $359 | $1,620-77.9% | $2,797-87.2% | $2,565-86.0% |
| Participant deferral / active EE | $1,061 | $2,859-62.9% | $4,349-75.6% | $3,952-73.1% |
| Admin fee / account holder | $41 | $3,768-98.9% | $5,537-99.3% | $6,260-99.3% |