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 6-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 | $6,704 | $98,750-93.2% | $149,696-95.5% | $79,858-91.6% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,240 | $3,216-61.4% | $4,644-73.3% | $2,471-49.8% |
| Participant deferral / active EE | $2,542 | $5,680-55.2% | $6,842-62.8% | $3,740-32.0% |
| Admin fee / account holder | $38 | $6,053-99.4% | $9,309-99.6% | $5,306-99.3% |