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 3-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 | $6,872 | $61,774-88.9% | $97,226-92.9% | $80,856-91.5% |
| Participation rate | 63.2% | 63.5%-0.3pp | 72.7%-9.5pp | 67.6%-4.5pp |
| Annual return | 17.79% | -557.90%+575.7pp | 75.13%-57.3pp | 35.59%-17.8pp |
| Employer contribution / active EE | $706 | $1,837-61.6% | $2,729-74.1% | $2,755-74.4% |
| Participant deferral / active EE | $2,344 | $3,029-22.6% | $4,264-45.0% | $4,296-45.4% |
| Admin fee / account holder | $131 | $5,166-97.5% | $5,654-97.7% | $6,918-98.1% |