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 8-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 | $6,568 | $61,660-89.3% | $80,019-91.8% | $64,186-89.8% |
| Participation rate | 56.8% | 71.7%-14.9pp | 75.8%-19.1pp | 69.6%-12.8pp |
| Annual return | 0.00% | -0.33%+0.3pp | 11.22%-11.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $556 | $1,810-69.3% | $2,468-77.5% | $2,381-76.7% |
| Participant deferral / active EE | $1,540 | $2,968-48.1% | $3,686-58.2% | $3,470-55.6% |
| Admin fee / account holder | $144 | $5,417-97.3% | $6,521-97.8% | $4,888-97.1% |