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 | $5,479 | $104,664-94.8% | $85,682-93.6% | $167,490-96.7% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.9%-9.9pp | 82.1%-22.1pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $742 | $3,337-77.8% | $2,618-71.7% | $4,837-84.7% |
| Participant deferral / active EE | $2,415 | $4,824-49.9% | $3,923-38.4% | $6,341-61.9% |
| Admin fee / account holder | $39 | $10,032-99.6% | $6,873-99.4% | $12,309-99.7% |