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 | $3,909 | $58,512-93.3% | $84,015-95.3% | $72,985-94.6% |
| Participation rate | 49.2% | 61.2%-12.0pp | 69.0%-19.8pp | 69.5%-20.3pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $728 | $1,163-37.4% | $1,983-63.3% | $2,440-70.2% |
| Participant deferral / active EE | $1,268 | $2,394-47.0% | $3,239-60.9% | $3,607-64.9% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |