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 5-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 | $5,315 | $86,286-93.8% | $111,297-95.2% | $85,850-93.8% |
| Participation rate | 52.8% | 73.3%-20.6pp | 77.3%-24.5pp | 69.3%-16.5pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.65%-54.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,898 | $3,641-20.4% | $4,487-35.4% | $3,952-26.7% |
| Admin fee / account holder | $59 | $8,188-99.3% | $7,964-99.3% | $6,260-99.1% |