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 | $4,035 | $88,594-95.4% | $70,092-94.2% | $134,475-97.0% |
| Participation rate | 66.7% | 74.9%-8.3pp | 70.5%-3.8pp | 81.2%-14.6pp |
| Annual return | 0.00% | 442.67%-442.7pp | 190.73%-190.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,323 | $3,233-59.1% | $2,559-48.3% | $4,740-72.1% |
| Participant deferral / active EE | $3,008 | $4,772-37.0% | $3,849-21.9% | $6,400-53.0% |
| Admin fee / account holder | $103 | $10,441-99.0% | $6,267-98.4% | $11,426-99.1% |