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 | $1,071 | $37,426-97.1% | $77,482-98.6% | $79,858-98.7% |
| Participation rate | 54.5% | 41.5%+13.0pp | 54.2%+0.4pp | 69.6%-15.1pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $115 | $637-81.9% | $986-88.3% | $2,471-95.3% |
| Participant deferral / active EE | $441 | $1,260-65.0% | $1,861-76.3% | $3,740-88.2% |
| Admin fee / account holder | $124 | $2,504-95.1% | $2,858-95.7% | $5,306-97.7% |