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 | $18,857 | $142,344-86.8% | $119,609-84.2% | $134,475-86.0% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -16.09% | -12.44%-3.7pp | -14.97%-1.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,410 | $5,222-73.0% | $4,232-66.7% | $4,740-70.2% |
| Participant deferral / active EE | $3,853 | $6,469-40.4% | $5,602-31.2% | $6,400-39.8% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |