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 | $8,186 | $70,428-88.4% | $96,562-91.5% | $85,850-90.5% |
| Participation rate | 28.6% | 61.8%-33.2pp | 69.8%-41.2pp | 69.3%-40.7pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $351 | $1,413-75.2% | $2,356-85.1% | $2,565-86.3% |
| Participant deferral / active EE | $1,969 | $2,894-32.0% | $3,849-48.9% | $3,952-50.2% |
| Admin fee / account holder | $97 | $4,997-98.1% | $6,181-98.4% | $6,260-98.4% |