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 3-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 | $14,523 | $73,933-80.4% | $96,683-85.0% | $75,163-80.7% |
| Participation rate | 52.2% | 66.4%-14.2pp | 74.3%-22.2pp | 67.2%-15.0pp |
| Annual return | 0.00% | 26.70%-26.7pp | 35.69%-35.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,417 | $2,928-51.6% | $3,737-62.1% | $2,670-46.9% |
| Participant deferral / active EE | $2,765 | $3,659-24.4% | $4,878-43.3% | $4,125-33.0% |
| Admin fee / account holder | $273 | $5,216-94.8% | $6,730-95.9% | $5,651-95.2% |