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 | $11,861 | $152,587-92.2% | $125,175-90.5% | $152,861-92.2% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 0.00% | 54.84%-54.8pp | 43.79%-43.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,444 | $4,946-70.8% | $3,865-62.7% | $4,762-69.7% |
| Participant deferral / active EE | $5,866 | $5,8680% | $4,937+18.8% | $5,850+0.3% |
| Admin fee / account holder | $6 | $13,434-100.0% | $9,702-99.9% | $11,596-99.9% |